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Rothschild Investment LLC’s Otter Tail OTTR Stock Holding History

Rothschild Investment LLC’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 		$6.12K Buy
68
+6
+10% +$530 ﹤0.01% 2173
2026
Q1 		$5.44K Buy
62
+7
+13% +$606 ﹤0.01% 2010
2025
Q4 		$4.45K Sell
55
-5
-8% -$405 ﹤0.01% 1956
2025
Q3 		$4.92K Hold
60
– – ﹤0.01% 1713
2025
Q2 		$4.63K Sell
60
-15
-20% -$1.17K ﹤0.01% 1549
2025
Q1 		$6.03K Buy
75
+55
+275% +$4.36K ﹤0.01% 1351
2024
Q4 		$1.48K Sell
20
-15
-43% -$1.18K ﹤0.01% 1981
2024
Q3 		$2.74K Buy
35
+15
+75% +$1.3K ﹤0.01% 1563
2024
Q2 		$1.75K Buy
20
+15
+300% +$1.31K ﹤0.01% 1437
2024
Q1 		$432 Buy
+5
New +$435 ﹤0.01% 1407

Other funds holding OTTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Rothschild Investment LLC's OTTR Position: Q2 2026 in Review

Rothschild Investment LLC increased its Otter Tail (OTTR) stake by 9.7% in Q2 2026, buying an estimated $530 and bringing the position to 68 shares worth $6.12K. The position accounts for ﹤0.01% of the portfolio, ranked #2173.

Rothschild Investment LLC first reported a position in OTTR in Q1 2024 and has held it in 10 quarters since. 170 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Rothschild Investment LLC held 68 shares of Otter Tail worth $6.12K as of Q2 2026.
  • Rothschild Investment LLC bought 6 Otter Tail shares in Q2 2026, an estimated $530.
  • Otter Tail made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2173 holding.
  • Rothschild Investment LLC first reported a position in Otter Tail in Q1 2024 and has held it in 10 quarters since.
  • 170 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.