Denali Advisors’s Otter Tail OTTR Stock Holding History

Denali Advisors’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	$7.66M	Sell	85,102 -4,807	-5%	-$425K	0.77%	35
2026 Q1	$7.89M	Buy	89,909 +1,206	+1%	+$104K	0.88%	25
2025 Q4	$7.17M	Buy	88,703 +2,578	+3%	+$209K	0.8%	35
2025 Q3	$7.06M	Buy	86,125 +6,950	+9%	+$564K	0.8%	36
2025 Q2	$6.1M	Buy	79,175 +11,216	+17%	+$876K	0.64%	54
2025 Q1	$5.46M	Buy	67,959 +61,048	+883%	+$4.83M	0.62%	57
2024 Q4	$510K	Buy	+6,911	New	+$541K	0.05%	229
2024 Q2	–	Sell	-6	Closed	-$518	–	378
2024 Q1	$518	Hold	6	–	–	﹤0.01%	449
2023 Q4	$510	Hold	6	–	–	﹤0.01%	446
2023 Q3	$456	Buy	+6	New	+$493	﹤0.01%	466
2023 Q2	–	Sell	-26	Closed	-$1.88K	–	507
2023 Q1	$1.88K	Sell	26 -35,800	-100%	-$2.38M	﹤0.01%	368
2022 Q4	$2.1M	Buy	+35,826	New	+$2.15M	0.88%	43
2022 Q1	–	Sell	-18,900	Closed	-$1.35M	–	412
2021 Q4	$1.35M	Sell	18,900 -16	-0.1%	-$1.03K	0.51%	63
2021 Q3	$1.06M	Buy	+18,916	New	+$1M	0.44%	70
2019 Q2	–	Sell	-80	Closed	-$4K	–	320
2019 Q1	$4K	Sell	80 -9	-10%	-$442	﹤0.01%	195
2018 Q4	$4K	Buy	89 +40	+82%	+$1.91K	﹤0.01%	151
2018 Q3	$2K	Buy	49 +22	+81%	+$1.06K	﹤0.01%	225
2018 Q2	$1K	Buy	+27	New	+$1.22K	﹤0.01%	265
2017 Q1	–	Sell	-44	Closed	-$2K	–	298
2016 Q4	$2K	Hold	44	–	–	﹤0.01%	232
2016 Q3	$2K	Buy	+44	New	+$1.52K	﹤0.01%	231

Other funds holding OTTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Denali Advisors's OTTR Position: Q2 2026 in Review

Denali Advisors reduced its Otter Tail (OTTR) stake by 5.3% in Q2 2026, selling an estimated $425K and leaving 85,102 shares worth $7.66M. The position accounts for 0.77% of the portfolio, ranked #35.

Denali Advisors first reported a position in OTTR in Q3 2016 and has held it in 20 quarters since. The position peaked at $7.89M in Q1 2026. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Denali Advisors held 85,102 shares of Otter Tail worth $7.66M as of Q2 2026.
Denali Advisors sold 4,807 Otter Tail shares in Q2 2026, an estimated $425K.
Otter Tail made up 0.77% of Denali Advisors's portfolio in Q2 2026, its #35 holding.
Denali Advisors first reported a position in Otter Tail in Q3 2016 and has held it in 20 quarters since.
Denali Advisors's Otter Tail position peaked at $7.89M in Q1 2026.
359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Denali Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.