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Valtinson Bruner Financial Planning’s Otter Tail OTTR Stock Holding History

Valtinson Bruner Financial Planning’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 		$408K Sell
4,539
-278
-6% -$24.6K 0.1% 105
2026
Q1 		$423K Hold
4,817
– – 0.12% 95
2025
Q4 		$389K Sell
4,817
-120
-2% -$9.72K 0.11% 98
2025
Q3 		$405K Hold
4,937
– – 0.12% 95
2025
Q2 		$381K Hold
4,937
– – 0.12% 94
2025
Q1 		$397K Hold
4,937
– – 0.13% 84
2024
Q4 		$365K Hold
4,937
– – 0.13% 99
2024
Q3 		$386K Hold
4,937
– – 0.13% 95
2024
Q2 		$432K Sell
4,937
-1,434
-23% -$126K 0.17% 85
2024
Q1 		$550K Buy
6,371
+8
+0.1% +$695 0.23% 72
2023
Q4 		$541K Buy
6,363
+8
+0.1% +$618 0.28% 71
2023
Q3 		$482K Hold
6,355
– – 0.26% 71
2023
Q2 		$502K Buy
6,355
+8
+0.1% +$601 0.27% 69
2023
Q1 		$459K Buy
6,347
+9
+0.1% +$598 0.26% 70
2022
Q4 		$388K Buy
6,338
+2,416
+62% +$145K 0.22% 82
2022
Q3 		$241K Sell
3,922
-11
-0.3% -$793 0.15% 88
2022
Q2 		$264K Hold
3,933
– – 0.16% 82
2022
Q1 		$246K Hold
3,933
– – 0.14% 82
2021
Q4 		$281K Buy
3,933
+118
+3% +$7.62K 0.15% 77
2021
Q3 		$226K Buy
+3,815
New +$202K 0.12% 84
2021
Q1 		– Sell
-7,543
Closed -$324K – 91
2020
Q4 		$324K Sell
7,543
-2,500
-25% -$102K 0.2% 61
2020
Q3 		$398K Buy
10,043
+3
+0% +$115 0.28% 54
2020
Q2 		$417K Buy
+10,040
New +$423K 0.3% 55
2020
Q1 		– Sell
-9,298
Closed -$478K – 75
2019
Q4 		$478K Hold
9,298
– – 0.34% 42
2019
Q3 		$503K Hold
9,298
– – 0.41% 35
2019
Q2 		$491K Hold
9,298
– – 0.42% 27
2019
Q1 		$463K Hold
9,298
– – 0.4% 25
2018
Q4 		$462K Buy
+9,298
New +$444K 0.48% 18

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

Valtinson Bruner Financial Planning's OTTR Position: Q2 2026 in Review

Valtinson Bruner Financial Planning reduced its Otter Tail (OTTR) stake by 5.8% in Q2 2026, selling an estimated $24.6K and leaving 4,539 shares worth $408K. The position accounts for 0.1% of the portfolio, ranked #105.

Valtinson Bruner Financial Planning first reported a position in OTTR in Q4 2018 and has held it in 28 quarters since. The position peaked at $550K in Q1 2024. 362 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Valtinson Bruner Financial Planning held 4,539 shares of Otter Tail worth $408K as of Q2 2026.
  • Valtinson Bruner Financial Planning sold 278 Otter Tail shares in Q2 2026, an estimated $24.6K.
  • Otter Tail made up 0.1% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #105 holding.
  • Valtinson Bruner Financial Planning first reported a position in Otter Tail in Q4 2018 and has held it in 28 quarters since.
  • Valtinson Bruner Financial Planning's Otter Tail position peaked at $550K in Q1 2024.
  • 362 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.