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OTTR icon

AlphaQuest’s Otter Tail OTTR Stock Holding History

AlphaQuest’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 		– Sell
-30,566
Closed -$2.47M – 1447
2025
Q4 		$2.47M Buy
30,566
+10,457
+52% +$847K 0.14% 151
2025
Q3 		$1.65M Buy
20,109
+1,065
+6% +$86.4K 0.11% 248
2025
Q2 		$1.47M Buy
19,044
+10,799
+131% +$843K 0.14% 172
2025
Q1 		$663K Sell
8,245
-2,506
-23% -$198K 0.07% 425
2024
Q4 		$794K Sell
10,751
-1,678
-14% -$131K 0.11% 311
2024
Q3 		$971K Buy
12,429
+1,694
+16% +$147K 0.09% 368
2024
Q2 		$940K Buy
10,735
+10,729
+178,817% +$939K 0.13% 258
2024
Q1 		$518 Buy
+6
New +$522 ﹤0.01% 1510

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AlphaQuest's OTTR Position: Q1 2026 in Review

AlphaQuest sold out of Otter Tail (OTTR) in Q1 2026, closing a stake of 30,566 shares — an estimated $2.47M sold.

AlphaQuest first reported a position in OTTR in Q1 2024 and held it in 8 quarters. The position peaked at $2.47M in Q4 2025. 346 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

  • AlphaQuest reported no remaining Otter Tail position as of Q1 2026 after selling out during the quarter.
  • AlphaQuest sold 30,566 Otter Tail shares in Q1 2026, an estimated $2.47M.
  • AlphaQuest first reported a position in Otter Tail in Q1 2024 and held it in 8 quarters.
  • AlphaQuest's Otter Tail position peaked at $2.47M in Q4 2025.
  • 346 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.