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Opal Wealth Advisors’s Otter Tail OTTR Stock Holding History

Opal Wealth 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
Q1 		$20.1K Buy
+230
New +$19.9K ﹤0.01% 601
2024
Q3 		– Sell
-216
Closed -$18.9K – 881
2024
Q2 		$18.9K Buy
+216
New +$18.9K 0.01% 527

Other funds holding OTTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Opal Wealth Advisors's OTTR Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Otter Tail (OTTR) in Q1 2026: 230 shares worth $20.1K. The stake represents ﹤0.01% of the portfolio and ranks #601 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in OTTR as recently as Q2 2024.

Opal Wealth Advisors first reported a position in OTTR in Q2 2024 and has held it in 2 quarters since. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

  • Opal Wealth Advisors held 230 shares of Otter Tail worth $20.1K as of Q1 2026.
  • Otter Tail was a new Opal Wealth Advisors position in Q1 2026.
  • Otter Tail made up ﹤0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #601 holding.
  • Opal Wealth Advisors first reported a position in Otter Tail in Q2 2024 and has held it in 2 quarters since.
  • 344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.