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Root Financial Partners’s Otter Tail OTTR Stock Holding History

Root Financial Partners’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 		$6.93K Buy
79
+11
+16% +$952 ﹤0.01% 1820
2025
Q4 		$5.5K Buy
68
+12
+21% +$972 ﹤0.01% 1734
2025
Q3 		$4.59K Buy
+56
New +$4.54K ﹤0.01% 1761

Other funds holding OTTR

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Root Financial Partners's OTTR Position: Q1 2026 in Review

Root Financial Partners increased its Otter Tail (OTTR) stake by 16% in Q1 2026, buying an estimated $952 and bringing the position to 79 shares worth $6.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1820.

Root Financial Partners first reported a position in OTTR in Q3 2025 and has held it in 3 quarters since. 346 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

  • Root Financial Partners held 79 shares of Otter Tail worth $6.93K as of Q1 2026.
  • Root Financial Partners bought 11 Otter Tail shares in Q1 2026, an estimated $952.
  • Otter Tail made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1820 holding.
  • Root Financial Partners first reported a position in Otter Tail in Q3 2025 and has held it in 3 quarters since.
  • 346 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.