Summit Securities Group’s Otter Tail OTTR Stock Holding History

Summit Securities Group’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
2025 Q3	–	Sell	-415	Closed	-$32K	–	1270
2025 Q2	$32K	Buy	+415	New	+$32.4K	0.01%	608

Other funds holding OTTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Securities Group's OTTR Position: Q3 2025 in Review

Summit Securities Group sold out of Otter Tail (OTTR) in Q3 2025, closing a stake of 415 shares — an estimated $32K sold.

Summit Securities Group first reported a position in OTTR in Q2 2025 and held it in 1 quarter. The position peaked at $32K in Q2 2025. 343 funds tracked by Wall St. Rank hold OTTR as of Q3 2025.

Summit Securities Group reported no remaining Otter Tail position as of Q3 2025 after selling out during the quarter.
Summit Securities Group sold 415 Otter Tail shares in Q3 2025, an estimated $32K.
Summit Securities Group first reported a position in Otter Tail in Q2 2025 and held it in 1 quarter.
Summit Securities Group's Otter Tail position peaked at $32K in Q2 2025.
343 funds tracked by Wall St. Rank held Otter Tail as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.