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Ancora Advisors’s Otter Tail OTTR Stock Holding History

Ancora 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
Q1 		$3.33K Hold
38
– – ﹤0.01% 2057
2025
Q4 		$3.07K Hold
38
– – ﹤0.01% 2065
2025
Q3 		$3.12K Sell
38
-29
-43% -$2.35K ﹤0.01% 1587
2025
Q2 		$5.17K Buy
67
+38
+131% +$2.97K ﹤0.01% 1485
2025
Q1 		$2.33K Hold
29
– – ﹤0.01% 1507
2024
Q4 		$2.14K Buy
+29
New +$2.27K ﹤0.01% 1559

Other funds holding OTTR

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Ancora Advisors's OTTR Position: Q1 2026 in Review

Ancora Advisors held its Otter Tail (OTTR) position steady in Q1 2026 at 38 shares worth $3.33K. The position accounts for ﹤0.01% of the portfolio, ranked #2057.

Ancora Advisors first reported a position in OTTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.17K in Q2 2025. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

  • Ancora Advisors held 38 shares of Otter Tail worth $3.33K as of Q1 2026.
  • Ancora Advisors left its Otter Tail share count unchanged in Q1 2026.
  • Otter Tail made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #2057 holding.
  • Ancora Advisors first reported a position in Otter Tail in Q4 2024 and has held it in 6 quarters since.
  • Ancora Advisors's Otter Tail position peaked at $5.17K in Q2 2025.
  • 344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.