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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
Q2 		– Sell
-230
Closed -$20.1K – 464
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Opal Wealth Advisors's OTTR Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Otter Tail (OTTR) in Q2 2026, closing a stake of 230 shares — an estimated $20.1K sold.

Opal Wealth Advisors first reported a position in OTTR in Q2 2024 and held it in 2 quarters. The position peaked at $20.1K in Q1 2026. 362 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Otter Tail position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 230 Otter Tail shares in Q2 2026, an estimated $20.1K.
  • Opal Wealth Advisors first reported a position in Otter Tail in Q2 2024 and held it in 2 quarters.
  • Opal Wealth Advisors's Otter Tail position peaked at $20.1K in Q1 2026.
  • 362 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.