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 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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Private Advisor Group's OTTR Position: Q1 2026 in Review

Private Advisor Group increased its Otter Tail (OTTR) stake by 64% in Q1 2026, buying an estimated $260K and bringing the position to 7,739 shares worth $679K. The position accounts for ﹤0.01% of the portfolio, ranked #1674.

Private Advisor Group first reported a position in OTTR in Q2 2020 and has held it in 17 quarters since. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

Private Advisor Group held 7,739 shares of Otter Tail worth $679K as of Q1 2026.
Private Advisor Group bought 3,009 Otter Tail shares in Q1 2026, an estimated $260K.
Otter Tail made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #1674 holding.
Private Advisor Group first reported a position in Otter Tail in Q2 2020 and has held it in 17 quarters since.
344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.