Adage Capital Partners’s Otter Tail OTTR Stock Holding History

Adage Capital Partners’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	$18.9M	Sell	210,546 -131,454	-38%	-$11.6M	0.03%	509
2026 Q1	$30M	Sell	342,000 -2,149	-0.6%	-$186K	0.05%	370
2025 Q4	$27.8M	Buy	344,149 +179,149	+109%	+$14.5M	0.04%	392
2025 Q3	$13.5M	Sell	165,000 -20,000	-11%	-$1.62M	0.02%	570
2025 Q2	$14.3M	Sell	185,000 -35,000	-16%	-$2.73M	0.02%	532
2025 Q1	$17.7M	Buy	+220,000	New	+$17.4M	0.03%	451
2024 Q4	–	Sell	-70,000	Closed	-$5.47M	–	940
2024 Q3	$5.47M	Buy	+70,000	New	+$6.06M	0.01%	706
2022 Q2	–	Sell	-155,000	Closed	-$9.69M	–	1128
2022 Q1	$9.69M	Sell	155,000 -10,000	-6%	-$627K	0.02%	707
2021 Q4	$11.8M	Sell	165,000 -155,232	-48%	-$10M	0.02%	650
2021 Q3	$17.9M	Sell	320,232 -10,000	-3%	-$530K	0.04%	499
2021 Q2	$16.1M	Buy	330,232 +125,000	+61%	+$5.98M	0.03%	550
2021 Q1	$9.48M	Buy	+205,232	New	+$8.78M	0.02%	700

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

Adage Capital Partners's OTTR Position: Q2 2026 in Review

Adage Capital Partners reduced its Otter Tail (OTTR) stake by 38% in Q2 2026, selling an estimated $11.6M and leaving 210,546 shares worth $18.9M. The position accounts for 0.03% of the portfolio, ranked #509.

Adage Capital Partners first reported a position in OTTR in Q1 2021 and has held it in 12 quarters since. The position peaked at $30M in Q1 2026. 361 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Adage Capital Partners held 210,546 shares of Otter Tail worth $18.9M as of Q2 2026.
Adage Capital Partners sold 131,454 Otter Tail shares in Q2 2026, an estimated $11.6M.
Otter Tail made up 0.03% of Adage Capital Partners's portfolio in Q2 2026, its #509 holding.
Adage Capital Partners first reported a position in Otter Tail in Q1 2021 and has held it in 12 quarters since.
Adage Capital Partners's Otter Tail position peaked at $30M in Q1 2026.
361 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Adage Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.