Parallel Advisors’s Otter Tail OTTR Stock Holding History

Parallel 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	$28K	Buy	+311	New	+$27.5K	﹤0.01%	2469
2025 Q4	–	Sell	-6	Closed	-$492	–	3724
2025 Q3	$492	Buy	+6	New	+$487	﹤0.01%	3330
2022 Q4	–	Sell	-17	Closed	-$1K	–	3474
2022 Q3	$1K	Hold	17	–	–	﹤0.01%	2988
2022 Q2	$1K	Buy	17 +5	+42%	+$318	﹤0.01%	2828
2022 Q1	$1K	Sell	12 -350	-97%	-$22K	﹤0.01%	2802
2021 Q4	$26K	Buy	362 +52	+17%	+$3.36K	﹤0.01%	1656
2021 Q3	$17K	Sell	310 -99	-24%	-$5.25K	﹤0.01%	1828
2021 Q2	$20K	Buy	409 +131	+47%	+$6.27K	﹤0.01%	1690
2021 Q1	$13K	Hold	278	–	–	﹤0.01%	1808
2020 Q4	$12K	Hold	278	–	–	﹤0.01%	1712
2020 Q3	$10K	Sell	278 -722	-72%	-$27.8K	﹤0.01%	1743
2020 Q2	$38K	Hold	1,000	–	–	﹤0.01%	1149
2020 Q1	$44K	Hold	1,000	–	–	﹤0.01%	994
2019 Q4	$51K	Hold	1,000	–	–	﹤0.01%	1028
2019 Q3	$54K	Hold	1,000	–	–	﹤0.01%	949
2019 Q2	$53K	Hold	1,000	–	–	0.01%	878
2019 Q1	$50K	Hold	1,000	–	–	0.01%	857
2018 Q4	$49K	Hold	1,000	–	–	0.01%	760
2018 Q3	$48K	Hold	1,000	–	–	0.01%	835
2018 Q2	$47K	Hold	1,000	–	–	0.01%	755
2018 Q1	$43K	Sell	1,000 -352	-26%	-$14.7K	0.01%	750
2017 Q4	$60K	Hold	1,352	–	–	0.01%	642
2017 Q3	$62K	Hold	1,352	–	–	0.01%	615
2017 Q2	$55K	Buy	1,352 +52	+4%	+$2.04K	0.01%	661
2017 Q1	$50K	Hold	1,300	–	–	0.01%	653
2016 Q4	$53K	Buy	+1,300	New	+$48.3K	0.01%	567

Other funds holding OTTR

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BTC

Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Parallel Advisors's OTTR Position: Q2 2026 in Review

Parallel Advisors opened a new position in Otter Tail (OTTR) in Q2 2026: 311 shares worth $28K. The stake represents ﹤0.01% of the portfolio and ranks #2469 among its holdings. This is a return to the name: Parallel Advisors previously reported a position in OTTR as recently as Q3 2025.

Parallel Advisors first reported a position in OTTR in Q4 2016 and has held it in 26 quarters since. The position peaked at $62K in Q3 2017. 170 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Parallel Advisors held 311 shares of Otter Tail worth $28K as of Q2 2026.
Otter Tail was a new Parallel Advisors position in Q2 2026.
Otter Tail made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #2469 holding.
Parallel Advisors first reported a position in Otter Tail in Q4 2016 and has held it in 26 quarters since.
Parallel Advisors's Otter Tail position peaked at $62K in Q3 2017.
170 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.