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Covestor’s Otter Tail OTTR Stock Holding History

Covestor’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 		$93K Sell
1,032
-152
-13% -$13.4K 0.05% 398
2026
Q1 		$104K Sell
1,184
-397
-25% -$34.3K 0.07% 273
2025
Q4 		$127K Sell
1,581
-781
-33% -$63.3K 0.07% 435
2025
Q3 		$193K Buy
2,362
+545
+30% +$44.2K 0.11% 229
2025
Q2 		$140K Sell
1,817
-951
-34% -$74.2K 0.08% 358
2025
Q1 		$222K Buy
2,768
+108
+4% +$8.55K 0.15% 124
2024
Q4 		$196K Buy
2,660
+1,097
+70% +$85.9K 0.12% 182
2024
Q3 		$122K Buy
1,563
+439
+39% +$38K 0.08% 407
2024
Q2 		$99K Sell
1,124
-1
-0.1% -$88 0.06% 489
2024
Q1 		$97K Sell
1,125
-106
-9% -$9.21K 0.06% 556
2023
Q4 		$105K Sell
1,231
-298
-19% -$23K 0.07% 464
2023
Q3 		$116K Sell
1,529
-1,140
-43% -$93.6K 0.09% 337
2023
Q2 		$211K Sell
2,669
-1,391
-34% -$104K 0.16% 101
2023
Q1 		$293K Buy
4,060
+1,634
+67% +$109K 0.26% 43
2022
Q4 		$142K Buy
2,426
+2,407
+12,668% +$144K 0.12% 241
2022
Q3 		$1K Sell
19
-66
-78% -$4.76K ﹤0.01% 1834
2022
Q2 		$6K Buy
85
+40
+89% +$2.54K ﹤0.01% 1373
2022
Q1 		$3K Buy
45
+18
+67% +$1.13K ﹤0.01% 1617
2021
Q4 		$2K Buy
+27
New +$1.74K ﹤0.01% 1564

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

Covestor's OTTR Position: Q2 2026 in Review

Covestor reduced its Otter Tail (OTTR) stake by 13% in Q2 2026, selling an estimated $13.4K and leaving 1,032 shares worth $93K. The position accounts for 0.05% of the portfolio, ranked #398.

Covestor first reported a position in OTTR in Q4 2021 and has held it in 19 quarters since. The position peaked at $293K in Q1 2023. 360 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Covestor held 1,032 shares of Otter Tail worth $93K as of Q2 2026.
  • Covestor sold 152 Otter Tail shares in Q2 2026, an estimated $13.4K.
  • Otter Tail made up 0.05% of Covestor's portfolio in Q2 2026, its #398 holding.
  • Covestor first reported a position in Otter Tail in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Otter Tail position peaked at $293K in Q1 2023.
  • 360 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.