Modern Wealth Management’s Otter Tail OTTR Stock Holding History

Modern Wealth Management’s Portfolio OTTR Stock Details OTTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$466K	Sell	5,174 -4	-0.1%	-$353	0.01%	735
2026 Q1	$457K	Buy	5,178 +15	+0.3%	+$1.3K	0.01%	597
2025 Q4	$417K	Buy	5,163 +679	+15%	+$55K	0.01%	580
2025 Q3	$368K	Buy	4,484 +1	+0%	+$81	0.01%	583
2025 Q2	$346K	Buy	4,483 +1	+0%	+$78	0.01%	573
2025 Q1	$360K	Sell	4,482 -6	-0.1%	-$475	0.01%	484
2024 Q4	$331K	Sell	4,488 -356	-7%	-$27.9K	0.01%	435
2024 Q3	$379K	Buy	4,844 +3	+0.1%	+$260	0.02%	297
2024 Q2	$424K	Buy	4,841 +8	+0.2%	+$700	0.03%	248
2024 Q1	$418K	Hold	4,833	–	–	0.04%	193
2023 Q4	$411K	Buy	+4,833	New	+$373K	0.05%	108

Other funds holding OTTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Modern Wealth Management's OTTR Position: Q2 2026 in Review

Modern Wealth Management reduced its Otter Tail (OTTR) stake by 0.08% in Q2 2026, selling an estimated $353 and leaving 5,174 shares worth $466K. The position accounts for 0.01% of the portfolio, ranked #735.

Modern Wealth Management first reported a position in OTTR in Q4 2023 and has held it in 11 quarters since. 362 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Modern Wealth Management held 5,174 shares of Otter Tail worth $466K as of Q2 2026.
Modern Wealth Management sold 4 Otter Tail shares in Q2 2026, an estimated $353.
Otter Tail made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #735 holding.
Modern Wealth Management first reported a position in Otter Tail in Q4 2023 and has held it in 11 quarters since.
362 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.