Capstone Investment Advisors
OTTR icon

Capstone Investment Advisors’s Otter Tail OTTR Stock Holding History

Capstone 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 		$1.51M Buy
16,814
+5,673
+51% +$501K ﹤0.01% 820
2026
Q1 		$978K Sell
11,141
-11,808
-51% -$1.02M ﹤0.01% 870
2025
Q4 		$1.85M Buy
22,949
+14,375
+168% +$1.16M ﹤0.01% 656
2025
Q3 		$703K Buy
8,574
+4,876
+132% +$395K ﹤0.01% 1170
2025
Q2 		$285K Buy
+3,698
New +$289K ﹤0.01% 1398

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

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

Capstone Investment Advisors increased its Otter Tail (OTTR) stake by 51% in Q2 2026, buying an estimated $501K and bringing the position to 16,814 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Capstone Investment Advisors first reported a position in OTTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.85M in Q4 2025. 360 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Capstone Investment Advisors held 16,814 shares of Otter Tail worth $1.51M as of Q2 2026.
  • Capstone Investment Advisors bought 5,673 Otter Tail shares in Q2 2026, an estimated $501K.
  • Otter Tail made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #820 holding.
  • Capstone Investment Advisors first reported a position in Otter Tail in Q2 2025 and has held it in 5 quarters since.
  • Capstone Investment Advisors's Otter Tail position peaked at $1.85M in Q4 2025.
  • 360 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.