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Caitlin John’s Otter Tail OTTR Stock Holding History

Caitlin John’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 		$990 Buy
+11
New +$972 ﹤0.01% 870
2025
Q4 		– Sell
-24
Closed -$1.97K – 979
2025
Q3 		$1.97K Buy
+24
New +$1.95K ﹤0.01% 695
2025
Q1 		– Sell
-29
Closed -$2.14K – 592
2024
Q4 		$2.14K Buy
29
+2
+7% +$157 ﹤0.01% 654
2024
Q3 		$2.17K Buy
+27
New +$2.34K ﹤0.01% 652
2024
Q1 		– Hold
0
– – – 883
2023
Q4 		– Hold
0
– – – 891

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

Caitlin John's OTTR Position: Q2 2026 in Review

Caitlin John opened a new position in Otter Tail (OTTR) in Q2 2026: 11 shares worth $990. The stake represents ﹤0.01% of the portfolio and ranks #870 among its holdings. This is a return to the name: Caitlin John previously reported a position in OTTR as recently as Q3 2025.

Caitlin John first reported a position in OTTR in Q3 2024 and has held it in 4 quarters since. The position peaked at $2.17K in Q3 2024. 362 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Caitlin John held 11 shares of Otter Tail worth $990 as of Q2 2026.
  • Otter Tail was a new Caitlin John position in Q2 2026.
  • Otter Tail made up ﹤0.01% of Caitlin John's portfolio in Q2 2026, its #870 holding.
  • Caitlin John first reported a position in Otter Tail in Q3 2024 and has held it in 4 quarters since.
  • Caitlin John's Otter Tail position peaked at $2.17K in Q3 2024.
  • 362 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.