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Costello Asset Management’s Otter Tail OTTR Stock Holding History

Costello Asset 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 		$54.3K Sell
618
-100
-14% -$8.65K 0.02% 220
2025
Q4 		$58K Sell
718
-5
-0.7% -$405 0.02% 206
2025
Q3 		$59.3K Buy
723
+1
+0.1% +$81 0.02% 208
2025
Q2 		$55.7K Sell
722
-100
-12% -$7.81K 0.02% 220
2025
Q1 		$66K Buy
+822
New +$65.1K 0.03% 200

Other funds holding OTTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $140B AUM 27.84% 1-Year Est. Return

Costello Asset Management's OTTR Position: Q1 2026 in Review

Costello Asset Management reduced its Otter Tail (OTTR) stake by 14% in Q1 2026, selling an estimated $8.65K and leaving 618 shares worth $54.3K. The position accounts for 0.02% of the portfolio, ranked #220.

Costello Asset Management first reported a position in OTTR in Q1 2025 and has held it in 5 quarters since. The position peaked at $66K in Q1 2025. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

  • Costello Asset Management held 618 shares of Otter Tail worth $54.3K as of Q1 2026.
  • Costello Asset Management sold 100 Otter Tail shares in Q1 2026, an estimated $8.65K.
  • Otter Tail made up 0.02% of Costello Asset Management's portfolio in Q1 2026, its #220 holding.
  • Costello Asset Management first reported a position in Otter Tail in Q1 2025 and has held it in 5 quarters since.
  • Costello Asset Management's Otter Tail position peaked at $66K in Q1 2025.
  • 344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.