Costello Asset Management’s Otter Tail OTTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$55.7K Buy
619
+1
+0.2% +$88 0.02% 236
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

Costello Asset Management's OTTR Position: Q2 2026 in Review

Costello Asset Management increased its Otter Tail (OTTR) stake by 0.16% in Q2 2026, buying an estimated $88 and bringing the position to 619 shares worth $55.7K. The position accounts for 0.02% of the portfolio, ranked #236.

Costello Asset Management first reported a position in OTTR in Q1 2025 and has held it in 6 quarters since. The position peaked at $66K in Q1 2025. 362 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Costello Asset Management held 619 shares of Otter Tail worth $55.7K as of Q2 2026.
  • Costello Asset Management bought 1 Otter Tail share in Q2 2026, an estimated $88.
  • Otter Tail made up 0.02% of Costello Asset Management's portfolio in Q2 2026, its #236 holding.
  • Costello Asset Management first reported a position in Otter Tail in Q1 2025 and has held it in 6 quarters since.
  • Costello Asset Management's Otter Tail position peaked at $66K in Q1 2025.
  • 362 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.