Raffa Wealth Management’s Otter Tail OTTR Stock Holding History

Raffa Wealth Management’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	$90	Hold	1	–	–	﹤0.01%	1409
2026 Q1	$88	Buy	+1	New	+$87	﹤0.01%	1309
2024 Q2	–	Sell	-14	Closed	-$1.21K	–	1156
2024 Q1	$1.21K	Hold	14	–	–	﹤0.01%	848
2023 Q4	$1.19K	Hold	14	–	–	﹤0.01%	765
2023 Q3	$1.06K	Hold	14	–	–	﹤0.01%	763
2023 Q2	$1.1K	Hold	14	–	–	﹤0.01%	770
2023 Q1	$1.01K	Hold	14	–	–	﹤0.01%	783
2022 Q4	$822	Hold	14	–	–	﹤0.01%	832
2022 Q3	$861	Hold	14	–	–	﹤0.01%	851
2022 Q2	$940	Hold	14	–	–	﹤0.01%	835
2022 Q1	$875	Hold	14	–	–	﹤0.01%	914
2021 Q4	$1K	Hold	14	–	–	﹤0.01%	873
2021 Q3	$784	Hold	14	–	–	﹤0.01%	929
2021 Q2	$683	Hold	14	–	–	﹤0.01%	974
2021 Q1	$646	Buy	+14	New	+$599	﹤0.01%	993

Other funds holding OTTR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Raffa Wealth Management's OTTR Position: Q2 2026 in Review

Raffa Wealth Management held its Otter Tail (OTTR) position steady in Q2 2026 at 1 share worth $90. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

Raffa Wealth Management first reported a position in OTTR in Q1 2021 and has held it in 15 quarters since. The position peaked at $1.21K in Q1 2024. 339 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Raffa Wealth Management held 1 share of Otter Tail worth $90 as of Q2 2026.
Raffa Wealth Management left its Otter Tail share count unchanged in Q2 2026.
Otter Tail made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1409 holding.
Raffa Wealth Management first reported a position in Otter Tail in Q1 2021 and has held it in 15 quarters since.
Raffa Wealth Management's Otter Tail position peaked at $1.21K in Q1 2024.
339 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.