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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
Q2 		– Sell
-79
Closed -$6.93K – 2331
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 $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

Root Financial Partners's OTTR Position: Q2 2026 in Review

Root Financial Partners sold out of Otter Tail (OTTR) in Q2 2026, closing a stake of 79 shares — an estimated $6.93K sold.

Root Financial Partners first reported a position in OTTR in Q3 2025 and held it in 3 quarters. The position peaked at $6.93K in Q1 2026. 361 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Root Financial Partners reported no remaining Otter Tail position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 79 Otter Tail shares in Q2 2026, an estimated $6.93K.
  • Root Financial Partners first reported a position in Otter Tail in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Otter Tail position peaked at $6.93K in Q1 2026.
  • 361 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.