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Contravisory Investment Management’s Otter Tail OTTR Stock Holding History

Contravisory Investment 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
Q2 		$7.78M Buy
+86,441
New +$7.64M 1.37% 33
2024
Q4 		– Sell
-284
Closed -$22.2K – 421
2024
Q3 		$22.2K Hold
284
– – ﹤0.01% 273
2024
Q2 		$24.9K Hold
284
– – 0.01% 241
2024
Q1 		$24.5K Buy
284
+109
+62% +$9.47K 0.01% 279
2023
Q4 		$14.9K Buy
175
+93
+113% +$7.18K ﹤0.01% 294
2023
Q3 		$6.22K Hold
82
– – ﹤0.01% 288
2023
Q2 		$6.47K Hold
82
– – ﹤0.01% 275
2023
Q1 		$5.93K Sell
82
-3,943
-98% -$262K ﹤0.01% 302
2022
Q4 		$236K Buy
4,025
+502
+14% +$30.1K 0.07% 181
2022
Q3 		$217K Hold
3,523
– – 0.07% 165
2022
Q2 		$236K Hold
3,523
– – 0.08% 164
2022
Q1 		$220K Buy
+3,523
New +$221K 0.06% 177
2018
Q2 		– Sell
-4,610
Closed -$200K – 360
2018
Q1 		$200K Hold
4,610
– – 0.07% 144
2017
Q4 		$205K Sell
4,610
-382
-8% -$17.5K 0.07% 140
2017
Q3 		$216K Buy
+4,992
New +$207K 0.08% 141

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

Contravisory Investment Management's OTTR Position: Q2 2026 in Review

Contravisory Investment Management opened a new position in Otter Tail (OTTR) in Q2 2026: 86,441 shares worth $7.78M. The stake represents 1.37% of the portfolio and ranks #33 among its holdings. This is a return to the name: Contravisory Investment Management previously reported a position in OTTR as recently as Q3 2024.

Contravisory Investment Management first reported a position in OTTR in Q3 2017 and has held it in 15 quarters since. 360 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Contravisory Investment Management held 86,441 shares of Otter Tail worth $7.78M as of Q2 2026.
  • Otter Tail was a new Contravisory Investment Management position in Q2 2026.
  • Otter Tail made up 1.37% of Contravisory Investment Management's portfolio in Q2 2026, its #33 holding.
  • Contravisory Investment Management first reported a position in Otter Tail in Q3 2017 and has held it in 15 quarters since.
  • 360 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.