RAFFA WEALTH MANAGEMENT, LLC’s Otter Tail OTTR Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$90	Hold	1	–	–	﹤0.01%	1409
2026 Q1	$88	Buy	+1	New	+$87	﹤0.01%	1309
2024 Q2	–	Sell	-14	Closed	-$1.21K	–	1156
2024 Q1	$1.21K	Hold	14	–	–	﹤0.01%	848
2023 Q4	$1.19K	Hold	14	–	–	﹤0.01%	765
2023 Q3	$1.06K	Hold	14	–	–	﹤0.01%	763
2023 Q2	$1.1K	Hold	14	–	–	﹤0.01%	770
2023 Q1	$1.01K	Hold	14	–	–	﹤0.01%	783
2022 Q4	$822	Hold	14	–	–	﹤0.01%	832
2022 Q3	$861	Hold	14	–	–	﹤0.01%	851
2022 Q2	$940	Hold	14	–	–	﹤0.01%	835
2022 Q1	$875	Hold	14	–	–	﹤0.01%	914
2021 Q4	$1K	Hold	14	–	–	﹤0.01%	873
2021 Q3	$784	Hold	14	–	–	﹤0.01%	929
2021 Q2	$683	Hold	14	–	–	﹤0.01%	974
2021 Q1	$646	Buy	+14	New	+$599	﹤0.01%	993

Other funds holding OTTR

BTC

Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return

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

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

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's OTTR Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Otter Tail (OTTR) position steady in Q2 2026 at 1 share worth $90. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in OTTR in Q1 2021 and has held it in 15 quarters since. The position peaked at $1.21K in Q1 2024. 92 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 1 share of Otter Tail worth $90 as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its Otter Tail share count unchanged in Q2 2026.
Otter Tail made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1409 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Otter Tail in Q1 2021 and has held it in 15 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Otter Tail position peaked at $1.21K in Q1 2024.
92 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.