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RBA Wealth Management’s Otter Tail OTTR Stock Holding History

RBA 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 		$501K Sell
5,569
-473
-8% -$41.8K 0.18% 61
2026
Q1 		$530K Sell
6,042
-132
-2% -$11.4K 0.19% 66
2025
Q4 		$499K Sell
6,174
-311
-5% -$25.2K 0.17% 67
2025
Q3 		$532K Sell
6,485
-336
-5% -$27.2K 0.18% 65
2025
Q2 		$526K Sell
6,821
-273
-4% -$21.3K 0.2% 66
2025
Q1 		$570K Sell
7,094
-432
-6% -$34.2K 0.23% 62
2024
Q4 		$556K Sell
7,526
-580
-7% -$45.4K 0.21% 61
2024
Q3 		$634K Sell
8,106
-1,775
-18% -$154K 0.24% 59
2024
Q2 		$866K Sell
9,881
-2,171
-18% -$190K 0.35% 55
2024
Q1 		$1.04M Sell
12,052
-11,952
-50% -$1.04M 0.42% 51
2023
Q4 		$2.04M Buy
24,004
+585
+2% +$45.2K 0.89% 45
2023
Q3 		$1.78M Buy
23,419
+5,364
+30% +$440K 0.86% 46
2023
Q2 		$1.43M Buy
18,055
+782
+5% +$58.7K 0.66% 47
2023
Q1 		$1.25M Buy
17,273
+5,753
+50% +$382K 0.62% 48
2022
Q4 		$676K Buy
11,520
+7,764
+207% +$465K 0.35% 55
2022
Q3 		$231K Buy
+3,756
New +$271K 0.13% 81

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

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

RBA Wealth Management reduced its Otter Tail (OTTR) stake by 7.8% in Q2 2026, selling an estimated $41.8K and leaving 5,569 shares worth $501K. The position accounts for 0.18% of the portfolio, ranked #61.

RBA Wealth Management first reported a position in OTTR in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.04M in Q4 2023. 362 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • RBA Wealth Management held 5,569 shares of Otter Tail worth $501K as of Q2 2026.
  • RBA Wealth Management sold 473 Otter Tail shares in Q2 2026, an estimated $41.8K.
  • Otter Tail made up 0.18% of RBA Wealth Management's portfolio in Q2 2026, its #61 holding.
  • RBA Wealth Management first reported a position in Otter Tail in Q3 2022 and has held it in 16 quarters since.
  • RBA Wealth Management's Otter Tail position peaked at $2.04M in Q4 2023.
  • 362 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on RBA Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.