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Salomon & Ludwin’s Otter Tail OTTR Stock Holding History

Salomon & Ludwin’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 		$30K Sell
335
-61
-15% -$5.39K ﹤0.01% 847
2026
Q1 		$35.1K Buy
396
+140
+55% +$12.1K ﹤0.01% 687
2025
Q4 		$20.8K Buy
256
+75
+41% +$6.08K ﹤0.01% 868
2025
Q3 		$14.4K Buy
+181
New +$14.7K ﹤0.01% 1034
2025
Q2 		– Sell
-133
Closed -$10.7K – 1127
2025
Q1 		$10.7K Hold
133
– – ﹤0.01% 447
2024
Q4 		$9.82K Hold
133
– – ﹤0.01% 448
2024
Q3 		$10.4K Hold
133
– – ﹤0.01% 451
2024
Q2 		$11.6K Hold
133
– – ﹤0.01% 426
2024
Q1 		$11.5K Hold
133
– – ﹤0.01% 544
2023
Q4 		$10.1K Hold
133
– – ﹤0.01% 494
2023
Q3 		$10.1K Buy
+133
New +$10.9K ﹤0.01% 493

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

Salomon & Ludwin's OTTR Position: Q2 2026 in Review

Salomon & Ludwin reduced its Otter Tail (OTTR) stake by 15% in Q2 2026, selling an estimated $5.39K and leaving 335 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

Salomon & Ludwin first reported a position in OTTR in Q3 2023 and has held it in 11 quarters since. The position peaked at $35.1K in Q1 2026. 362 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Salomon & Ludwin held 335 shares of Otter Tail worth $30K as of Q2 2026.
  • Salomon & Ludwin sold 61 Otter Tail shares in Q2 2026, an estimated $5.39K.
  • Otter Tail made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #847 holding.
  • Salomon & Ludwin first reported a position in Otter Tail in Q3 2023 and has held it in 11 quarters since.
  • Salomon & Ludwin's Otter Tail position peaked at $35.1K in Q1 2026.
  • 362 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.