Alternative Investment Advisors’s Otter Tail OTTR Stock Holding History

Alternative Investment Advisors’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	$432K	Buy	4,799 +31	+0.7%	+$2.74K	0.16%	36
2026 Q1	$419K	Buy	4,768 +31	+0.7%	+$2.68K	0.18%	40
2025 Q4	$383K	Buy	4,737 +29	+0.6%	+$2.35K	0.16%	39
2025 Q3	$386K	Buy	4,708 +28	+0.6%	+$2.27K	0.18%	37
2025 Q2	$361K	Buy	4,680 +30	+0.6%	+$2.34K	0.18%	39
2025 Q1	$374K	Buy	4,650 +29	+0.6%	+$2.3K	0.2%	35
2024 Q4	$341K	Buy	4,621 +27	+0.6%	+$2.11K	0.18%	37
2024 Q3	$359K	Buy	4,594 +26	+0.6%	+$2.25K	0.19%	33
2024 Q2	$400K	Buy	4,568 +22	+0.5%	+$1.93K	0.23%	29
2024 Q1	$390K	Buy	4,546 +23	+0.5%	+$2K	0.24%	33
2023 Q4	$384K	Buy	4,523 +25	+0.6%	+$1.93K	0.25%	34
2023 Q3	$342K	Buy	+4,498	New	+$369K	0.24%	41

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

Alternative Investment Advisors's OTTR Position: Q2 2026 in Review

Alternative Investment Advisors increased its Otter Tail (OTTR) stake by 0.65% in Q2 2026, buying an estimated $2.74K and bringing the position to 4,799 shares worth $432K. The position accounts for 0.16% of the portfolio, ranked #36.

Alternative Investment Advisors first reported a position in OTTR in Q3 2023 and has held it in 12 quarters since. 362 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Alternative Investment Advisors held 4,799 shares of Otter Tail worth $432K as of Q2 2026.
Alternative Investment Advisors bought 31 Otter Tail shares in Q2 2026, an estimated $2.74K.
Otter Tail made up 0.16% of Alternative Investment Advisors's portfolio in Q2 2026, its #36 holding.
Alternative Investment Advisors first reported a position in Otter Tail in Q3 2023 and has held it in 12 quarters since.
362 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Alternative Investment Advisors's 13F filing for Q2 2026, filed 31 Aug 2026.