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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Alerus Financial's OTTR Position: Q1 2026 in Review

Alerus Financial held its Otter Tail (OTTR) position steady in Q1 2026 at 9,028 shares worth $792K. The position accounts for 0.04% of the portfolio, ranked #167.

Alerus Financial first reported a position in OTTR in Q4 2018 and has held it in 21 quarters since. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

Alerus Financial held 9,028 shares of Otter Tail worth $792K as of Q1 2026.
Alerus Financial left its Otter Tail share count unchanged in Q1 2026.
Otter Tail made up 0.04% of Alerus Financial's portfolio in Q1 2026, its #167 holding.
Alerus Financial first reported a position in Otter Tail in Q4 2018 and has held it in 21 quarters since.
344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Alerus Financial's 13F filing for Q1 2026, filed 12 May 2026.