New Age Alpha Advisors’s Otter Tail OTTR Stock Holding History

New Age Alpha Advisors’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	$185K	Sell	2,060 -3,186	-61%	-$281K	0.01%	773
2026 Q1	$460K	Sell	5,246 -76	-1%	-$6.58K	0.02%	515
2025 Q4	$430K	Buy	5,322 +40	+0.8%	+$3.24K	0.02%	502
2025 Q3	$433K	Sell	5,282 -147	-3%	-$11.9K	0.02%	510
2025 Q2	$419K	Buy	5,429 +114	+2%	+$8.9K	0.02%	498
2025 Q1	$427K	Buy	5,315 +4,046	+319%	+$320K	0.02%	528
2024 Q4	$93.7K	Buy	+1,269	New	+$99.4K	﹤0.01%	744

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

New Age Alpha Advisors's OTTR Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Otter Tail (OTTR) stake by 61% in Q2 2026, selling an estimated $281K and leaving 2,060 shares worth $185K. The position accounts for 0.01% of the portfolio, ranked #773.

New Age Alpha Advisors first reported a position in OTTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $460K in Q1 2026. 362 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

New Age Alpha Advisors held 2,060 shares of Otter Tail worth $185K as of Q2 2026.
New Age Alpha Advisors sold 3,186 Otter Tail shares in Q2 2026, an estimated $281K.
Otter Tail made up 0.01% of New Age Alpha Advisors's portfolio in Q2 2026, its #773 holding.
New Age Alpha Advisors first reported a position in Otter Tail in Q4 2024 and has held it in 7 quarters since.
New Age Alpha Advisors's Otter Tail position peaked at $460K in Q1 2026.
362 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.