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WealthCollab’s Otter Tail OTTR Stock Holding History

WealthCollab’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 		$5.22K Sell
58
-61
-51% -$5.39K ﹤0.01% 714
2026
Q1 		$10.4K Hold
119
– – ﹤0.01% 542
2025
Q4 		$9.62K Buy
119
+38
+47% +$3.08K ﹤0.01% 576
2025
Q3 		$6.64K Hold
81
– – ﹤0.01% 616
2025
Q2 		$6.25K Buy
81
+15
+23% +$1.17K ﹤0.01% 583
2025
Q1 		$5.3K Buy
+66
New +$5.22K ﹤0.01% 612

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

WealthCollab's OTTR Position: Q2 2026 in Review

WealthCollab reduced its Otter Tail (OTTR) stake by 51% in Q2 2026, selling an estimated $5.39K and leaving 58 shares worth $5.22K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

WealthCollab first reported a position in OTTR in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.4K in Q1 2026. 362 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • WealthCollab held 58 shares of Otter Tail worth $5.22K as of Q2 2026.
  • WealthCollab sold 61 Otter Tail shares in Q2 2026, an estimated $5.39K.
  • Otter Tail made up ﹤0.01% of WealthCollab's portfolio in Q2 2026, its #714 holding.
  • WealthCollab first reported a position in Otter Tail in Q1 2025 and has held it in 6 quarters since.
  • WealthCollab's Otter Tail position peaked at $10.4K in Q1 2026.
  • 362 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.