Baird Financial Group
OTTR icon

Baird Financial Group’s Otter Tail OTTR Stock Holding History

Baird Financial Group’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 		$224K Buy
+2,490
New +$220K ﹤0.01% 1839
2025
Q2 		– Sell
-4,657
Closed -$374K – 1833
2025
Q1 		$374K Sell
4,657
-1,845
-28% -$146K ﹤0.01% 1481
2024
Q4 		$480K Sell
6,502
-4,552
-41% -$356K ﹤0.01% 1394
2024
Q3 		$864K Sell
11,054
-16,794
-60% -$1.45M ﹤0.01% 1222
2024
Q2 		$2.44M Buy
27,848
+19,884
+250% +$1.74M 0.01% 896
2024
Q1 		$688K Sell
7,964
-733
-8% -$63.7K ﹤0.01% 1274
2023
Q4 		$739K Sell
8,697
-390
-4% -$30.1K ﹤0.01% 1229
2023
Q3 		$690K Buy
+9,087
New +$746K ﹤0.01% 1219
2023
Q2 		– Sell
-5,708
Closed -$413K – 1737
2023
Q1 		$413K Buy
5,708
+1,463
+34% +$97.2K ﹤0.01% 1387
2022
Q4 		$249K Buy
4,245
+327
+8% +$19.6K ﹤0.01% 1522
2022
Q3 		$241K Buy
+3,918
New +$283K ﹤0.01% 1541

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

Baird Financial Group's OTTR Position: Q2 2026 in Review

Baird Financial Group opened a new position in Otter Tail (OTTR) in Q2 2026: 2,490 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #1839 among its holdings. This is a return to the name: Baird Financial Group previously reported a position in OTTR as recently as Q1 2025.

Baird Financial Group first reported a position in OTTR in Q3 2022 and has held it in 11 quarters since. The position peaked at $2.44M in Q2 2024. 362 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Baird Financial Group held 2,490 shares of Otter Tail worth $224K as of Q2 2026.
  • Otter Tail was a new Baird Financial Group position in Q2 2026.
  • Otter Tail made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1839 holding.
  • Baird Financial Group first reported a position in Otter Tail in Q3 2022 and has held it in 11 quarters since.
  • Baird Financial Group's Otter Tail position peaked at $2.44M in Q2 2024.
  • 362 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.