Alerus Financial’s Otter Tail OTTR Stock Holding History

Alerus Financial’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	$722K	Sell	8,028 -1,000	-11%	-$88.3K	0.03%	191
2026 Q1	$792K	Hold	9,028	–	–	0.04%	167
2025 Q4	$730K	Buy	9,028 +630	+8%	+$51K	0.04%	127
2025 Q3	$688K	Buy	8,398 +974	+13%	+$79K	0.04%	135
2025 Q2	$572K	Buy	+7,424	New	+$580K	0.04%	132
2024 Q2	–	Sell	-3,643	Closed	-$315K	–	165
2024 Q1	$315K	Hold	3,643	–	–	0.02%	140
2023 Q4	$310K	Sell	3,643 -27	-0.7%	-$2.08K	0.03%	131
2023 Q3	$279K	Sell	3,670 -260	-7%	-$21.3K	0.02%	134
2023 Q2	$310K	Hold	3,930	–	–	0.03%	136
2023 Q1	$284K	Hold	3,930	–	–	0.03%	148
2022 Q4	$231K	Sell	3,930 -57	-1%	-$3.42K	0.02%	148
2022 Q3	$245K	Sell	3,987 -39	-1%	-$2.81K	0.02%	141
2022 Q2	$270K	Sell	4,026 -71	-2%	-$4.51K	0.03%	146
2022 Q1	$256K	Hold	4,097	–	–	0.02%	167
2021 Q4	$293K	Sell	4,097 -20	-0.5%	-$1.29K	0.02%	166
2021 Q3	$230K	Hold	4,117	–	–	0.02%	172
2021 Q2	$201K	Buy	+4,117	New	+$197K	0.02%	188
2020 Q1	–	Sell	-4,117	Closed	-$211K	–	158
2019 Q4	$211K	Hold	4,117	–	–	0.02%	153
2019 Q3	$221K	Hold	4,117	–	–	0.03%	142
2019 Q2	$217K	Hold	4,117	–	–	0.03%	145
2019 Q1	$205K	Hold	4,117	–	–	0.03%	145
2018 Q4	$204K	Buy	+4,117	New	+$196K	0.03%	132

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

Alerus Financial's OTTR Position: Q2 2026 in Review

Alerus Financial reduced its Otter Tail (OTTR) stake by 11% in Q2 2026, selling an estimated $88.3K and leaving 8,028 shares worth $722K. The position accounts for 0.03% of the portfolio, ranked #191.

Alerus Financial first reported a position in OTTR in Q4 2018 and has held it in 22 quarters since. The position peaked at $792K in Q1 2026. 361 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Alerus Financial held 8,028 shares of Otter Tail worth $722K as of Q2 2026.
Alerus Financial sold 1,000 Otter Tail shares in Q2 2026, an estimated $88.3K.
Otter Tail made up 0.03% of Alerus Financial's portfolio in Q2 2026, its #191 holding.
Alerus Financial first reported a position in Otter Tail in Q4 2018 and has held it in 22 quarters since.
Alerus Financial's Otter Tail position peaked at $792K in Q1 2026.
361 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Alerus Financial's 13F filing for Q2 2026, filed 14 Aug 2026.