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Private Advisor Group’s Otter Tail OTTR Stock Holding History

Private Advisor Group’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 		$697K Buy
7,748
+9
+0.1% +$795 ﹤0.01% 1568
2026
Q1 		$679K Buy
7,739
+3,009
+64% +$260K ﹤0.01% 1674
2025
Q4 		$382K Buy
4,730
+9
+0.2% +$729 ﹤0.01% 2003
2025
Q3 		$387K Buy
4,721
+3
+0.1% +$243 ﹤0.01% 1923
2025
Q2 		$364K Buy
4,718
+9
+0.2% +$703 ﹤0.01% 1859
2025
Q1 		$378K Sell
4,709
-117
-2% -$9.26K ﹤0.01% 1745
2024
Q4 		$356K Buy
4,826
+131
+3% +$10.3K ﹤0.01% 1766
2024
Q3 		$367K Sell
4,695
-203
-4% -$17.6K ﹤0.01% 1804
2024
Q2 		$429K Hold
4,898
– – ﹤0.01% 1646
2024
Q1 		$423K Sell
4,898
-316
-6% -$27.5K ﹤0.01% 1619
2023
Q4 		$443K Buy
5,214
+204
+4% +$15.8K ﹤0.01% 1555
2023
Q3 		$380K Sell
5,010
-91
-2% -$7.47K ﹤0.01% 1503
2023
Q2 		$403K Sell
5,101
-481
-9% -$36.1K ﹤0.01% 1474
2023
Q1 		$403K Buy
+5,582
New +$371K ﹤0.01% 1421
2022
Q4 		– Sell
-5,157
Closed -$317K – 1884
2022
Q3 		$317K Sell
5,157
-42
-0.8% -$3.03K ﹤0.01% 1445
2022
Q2 		$349K Buy
5,199
+110
+2% +$6.99K ﹤0.01% 1577
2022
Q1 		$318K Buy
+5,089
New +$319K ﹤0.01% 1648
2020
Q3 		– Sell
-2,130
Closed -$83K – 2858
2020
Q2 		$83K Buy
+2,130
New +$89.6K ﹤0.01% 1823

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

Private Advisor Group's OTTR Position: Q2 2026 in Review

Private Advisor Group increased its Otter Tail (OTTR) stake by 0.12% in Q2 2026, buying an estimated $795 and bringing the position to 7,748 shares worth $697K. The position accounts for ﹤0.01% of the portfolio, ranked #1568.

Private Advisor Group first reported a position in OTTR in Q2 2020 and has held it in 18 quarters since. 361 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Private Advisor Group held 7,748 shares of Otter Tail worth $697K as of Q2 2026.
  • Private Advisor Group bought 9 Otter Tail shares in Q2 2026, an estimated $795.
  • Otter Tail made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1568 holding.
  • Private Advisor Group first reported a position in Otter Tail in Q2 2020 and has held it in 18 quarters since.
  • 361 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.