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Smallwood Wealth Investment Management’s Otter Tail OTTR Stock Holding History

Smallwood Wealth Investment 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
Q2 		$17.9K Buy
198
+1
+0.5% +$88 0.01% 283
2026
Q1 		$17.3K Buy
197
+1
+0.5% +$87 0.01% 274
2025
Q4 		$15.8K Buy
196
+2
+1% +$162 0.01% 274
2025
Q3 		$16K Buy
194
+1
+0.5% +$81 0.01% 282
2025
Q2 		$14.9K Buy
193
+1
+0.5% +$78 0.01% 279
2025
Q1 		$15.5K Buy
+192
New +$15.2K 0.01% 276

Other funds holding OTTR

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
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Smallwood Wealth Investment Management's OTTR Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its Otter Tail (OTTR) stake by 0.51% in Q2 2026, buying an estimated $88 and bringing the position to 198 shares worth $17.9K. The position accounts for 0.01% of the portfolio, ranked #283.

Smallwood Wealth Investment Management first reported a position in OTTR in Q1 2025 and has held it in 6 quarters since. 107 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Smallwood Wealth Investment Management held 198 shares of Otter Tail worth $17.9K as of Q2 2026.
  • Smallwood Wealth Investment Management bought 1 Otter Tail share in Q2 2026, an estimated $88.
  • Otter Tail made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #283 holding.
  • Smallwood Wealth Investment Management first reported a position in Otter Tail in Q1 2025 and has held it in 6 quarters since.
  • 107 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.