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Coldstream Capital Management’s Otter Tail OTTR Stock Holding History

Coldstream Capital Management’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 		$525K Buy
5,983
+127
+2% +$11K 0.01% 704
2025
Q4 		$473K Sell
5,856
-314
-5% -$25.4K 0.01% 744
2025
Q3 		$506K Sell
6,170
-20
-0.3% -$1.62K 0.01% 744
2025
Q2 		$477K Sell
6,190
-446
-7% -$34.8K 0.01% 680
2025
Q1 		$533K Buy
6,636
+517
+8% +$40.9K 0.01% 576
2024
Q4 		$452K Sell
6,119
-496
-7% -$38.8K 0.01% 652
2024
Q3 		$517K Sell
6,615
-2
-0% -$173 0.01% 597
2024
Q2 		$580K Buy
6,617
+214
+3% +$18.7K 0.01% 498
2024
Q1 		$553K Hold
6,403
– – 0.01% 519
2023
Q4 		$544K Sell
6,403
-118
-2% -$9.11K 0.02% 470
2023
Q3 		$495K Buy
6,521
+8
+0.1% +$657 0.02% 425
2023
Q2 		$514K Buy
6,513
+424
+7% +$31.8K 0.02% 440
2023
Q1 		$440K Buy
6,089
+56
+0.9% +$3.72K 0.01% 479
2022
Q4 		$354K Buy
+6,033
New +$361K 0.01% 543
2022
Q2 		$400K Sell
5,946
-31
-0.5% -$1.97K 0.02% 464
2022
Q1 		$374K Buy
+5,977
New +$375K 0.01% 483

Other funds holding OTTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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 $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 $170B AUM 46.21% 1-Year Est. Return

Coldstream Capital Management's OTTR Position: Q1 2026 in Review

Coldstream Capital Management increased its Otter Tail (OTTR) stake by 2.2% in Q1 2026, buying an estimated $11K and bringing the position to 5,983 shares worth $525K. The position accounts for 0.01% of the portfolio, ranked #704.

Coldstream Capital Management first reported a position in OTTR in Q1 2022 and has held it in 16 quarters since. The position peaked at $580K in Q2 2024. 346 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

  • Coldstream Capital Management held 5,983 shares of Otter Tail worth $525K as of Q1 2026.
  • Coldstream Capital Management bought 127 Otter Tail shares in Q1 2026, an estimated $11K.
  • Otter Tail made up 0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #704 holding.
  • Coldstream Capital Management first reported a position in Otter Tail in Q1 2022 and has held it in 16 quarters since.
  • Coldstream Capital Management's Otter Tail position peaked at $580K in Q2 2024.
  • 346 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.