Smartleaf Asset Management’s Otter Tail OTTR Stock Holding History

Smartleaf 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 Q2	$11K	Hold	124	–	–	﹤0.01%	2321
2026 Q1	$10.6K	Sell	124 -14	-10%	-$1.21K	﹤0.01%	2294
2025 Q4	$11.4K	Buy	138 +38	+38%	+$3.08K	﹤0.01%	2334
2025 Q3	$8.16K	Buy	100 +69	+223%	+$5.6K	﹤0.01%	2196
2025 Q2	$2.44K	Sell	31 -93	-75%	-$7.26K	﹤0.01%	2273
2025 Q1	$10K	Sell	124 -79	-39%	-$6.25K	﹤0.01%	1929
2024 Q4	$15.1K	Sell	203 -21	-9%	-$1.64K	﹤0.01%	1801
2024 Q3	$17.5K	Buy	224 +5	+2%	+$433	﹤0.01%	1424
2024 Q2	$19.2K	Buy	+219	New	+$19.2K	﹤0.01%	1053

Other funds holding OTTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Smartleaf Asset Management's OTTR Position: Q2 2026 in Review

Smartleaf Asset Management held its Otter Tail (OTTR) position steady in Q2 2026 at 124 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #2321.

Smartleaf Asset Management first reported a position in OTTR in Q2 2024 and has held it in 9 quarters since. The position peaked at $19.2K in Q2 2024. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Smartleaf Asset Management held 124 shares of Otter Tail worth $11K as of Q2 2026.
Smartleaf Asset Management left its Otter Tail share count unchanged in Q2 2026.
Otter Tail made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2321 holding.
Smartleaf Asset Management first reported a position in Otter Tail in Q2 2024 and has held it in 9 quarters since.
Smartleaf Asset Management's Otter Tail position peaked at $19.2K in Q2 2024.
359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.