Wealth Alliance Advisory Group’s Otter Tail OTTR Stock Holding History

Wealth Alliance Advisory 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
2026 Q2	$250K	Hold	2,779	–	–	0.04%	178
2026 Q1	$244K	Hold	2,779	–	–	0.04%	177
2025 Q4	$225K	Hold	2,779	–	–	0.04%	181
2025 Q3	$228K	Hold	2,779	–	–	0.04%	175
2025 Q2	$214K	Hold	2,779	–	–	0.04%	177
2025 Q1	$223K	Hold	2,779	–	–	0.05%	175
2024 Q4	$205K	Hold	2,779	–	–	0.04%	178
2024 Q3	$217K	Hold	2,779	–	–	0.05%	173
2024 Q2	$243K	Hold	2,779	–	–	0.05%	161
2024 Q1	$240K	Hold	2,779	–	–	0.06%	163
2023 Q4	$236K	Hold	2,779	–	–	0.06%	159
2023 Q3	$211K	Hold	2,779	–	–	0.06%	158
2023 Q2	$219K	Hold	2,779	–	–	0.08%	148
2023 Q1	$201K	Buy	+2,779	New	+$185K	0.08%	150
2019 Q2	–	Sell	-4,800	Closed	-$243K	–	130
2019 Q1	$243K	Hold	4,800	–	–	0.16%	103
2018 Q4	$238K	Hold	4,800	–	–	0.18%	94
2018 Q3	$230K	Hold	4,800	–	–	0.12%	117
2018 Q2	$228K	Hold	4,800	–	–	0.13%	109
2018 Q1	$208K	Buy	+4,800	New	+$201K	0.12%	108

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

Wealth Alliance Advisory Group's OTTR Position: Q2 2026 in Review

Wealth Alliance Advisory Group held its Otter Tail (OTTR) position steady in Q2 2026 at 2,779 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #178.

Wealth Alliance Advisory Group first reported a position in OTTR in Q1 2018 and has held it in 19 quarters since. 360 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Wealth Alliance Advisory Group held 2,779 shares of Otter Tail worth $250K as of Q2 2026.
Wealth Alliance Advisory Group left its Otter Tail share count unchanged in Q2 2026.
Otter Tail made up 0.04% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #178 holding.
Wealth Alliance Advisory Group first reported a position in Otter Tail in Q1 2018 and has held it in 19 quarters since.
360 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.