TPWA
OTTR icon

Twin Peaks Wealth Advisors’s Otter Tail OTTR Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-67
Closed -$5.88K – 1587
2026
Q1 		$5.88K Buy
+67
New +$5.8K ﹤0.01% 1320
2025
Q3 		– Sell
-21
Closed -$1.73K – 1504
2025
Q2 		$1.73K Buy
+21
New +$1.64K ﹤0.01% 1663

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

Twin Peaks Wealth Advisors's OTTR Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Otter Tail (OTTR) in Q2 2026, closing a stake of 67 shares — an estimated $5.88K sold.

Twin Peaks Wealth Advisors first reported a position in OTTR in Q2 2025 and held it in 2 quarters. The position peaked at $5.88K in Q1 2026. 363 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Otter Tail position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 67 Otter Tail shares in Q2 2026, an estimated $5.88K.
  • Twin Peaks Wealth Advisors first reported a position in Otter Tail in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Otter Tail position peaked at $5.88K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.