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Secure Asset Management’s Otter Tail OTTR Stock Holding History

Secure Asset 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
Q1 		– Sell
-4,246
Closed -$343K – 362
2025
Q4 		$343K Hold
4,246
– – 0.05% 251
2025
Q3 		$342K Hold
4,246
– – 0.06% 229
2025
Q2 		$327K Hold
4,246
– – 0.06% 239
2025
Q1 		$341K Hold
4,246
– – 0.07% 217
2024
Q4 		$314K Hold
4,246
– – 0.05% 247
2024
Q3 		$332K Hold
4,246
– – 0.06% 231
2024
Q2 		$372K Hold
4,246
– – 0.07% 196
2024
Q1 		$367K Buy
+4,246
New +$369K 0.09% 155

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Secure Asset Management's OTTR Position: Q1 2026 in Review

Secure Asset Management sold out of Otter Tail (OTTR) in Q1 2026, closing a stake of 4,246 shares — an estimated $343K sold.

Secure Asset Management first reported a position in OTTR in Q1 2024 and held it in 8 quarters. The position peaked at $372K in Q2 2024. 346 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

  • Secure Asset Management reported no remaining Otter Tail position as of Q1 2026 after selling out during the quarter.
  • Secure Asset Management sold 4,246 Otter Tail shares in Q1 2026, an estimated $343K.
  • Secure Asset Management first reported a position in Otter Tail in Q1 2024 and held it in 8 quarters.
  • Secure Asset Management's Otter Tail position peaked at $372K in Q2 2024.
  • 346 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Secure Asset Management's 13F filing for Q1 2026, filed 9 Apr 2026.