Atom Investors’s Otter Tail OTTR Stock Holding History

Atom Investors’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	$933K	Sell	10,370 -42	-0.4%	-$3.71K	0.08%	376
2026 Q1	$914K	Hold	10,412	–	–	0.07%	372
2025 Q4	$841K	Sell	10,412 -4,058	-28%	-$329K	0.07%	320
2025 Q3	$1.19M	Sell	14,470 -1,261	-8%	-$102K	0.09%	226
2025 Q2	$1.21M	Buy	+15,731	New	+$1.23M	0.11%	221
2022 Q4	–	Sell	-3,330	Closed	-$205K	–	295
2022 Q3	$205K	Sell	3,330 -764	-19%	-$55.1K	0.07%	212
2022 Q2	$275K	Buy	+4,094	New	+$260K	0.12%	162

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

Atom Investors's OTTR Position: Q2 2026 in Review

Atom Investors reduced its Otter Tail (OTTR) stake by 0.4% in Q2 2026, selling an estimated $3.71K and leaving 10,370 shares worth $933K. The position accounts for 0.08% of the portfolio, ranked #376.

Atom Investors first reported a position in OTTR in Q2 2022 and has held it in 7 quarters since. The position peaked at $1.21M in Q2 2025. 360 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Atom Investors held 10,370 shares of Otter Tail worth $933K as of Q2 2026.
Atom Investors sold 42 Otter Tail shares in Q2 2026, an estimated $3.71K.
Otter Tail made up 0.08% of Atom Investors's portfolio in Q2 2026, its #376 holding.
Atom Investors first reported a position in Otter Tail in Q2 2022 and has held it in 7 quarters since.
Atom Investors's Otter Tail position peaked at $1.21M in Q2 2025.
360 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.