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Elo Mutual Pension Insurance’s Otter Tail OTTR Stock Holding History

Elo Mutual Pension Insurance’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 		– Sell
-17,067
Closed -$1.5M – 678
2026
Q1 		$1.5M Sell
17,067
-6,039
-26% -$522K 0.02% 422
2025
Q4 		$1.87M Buy
+23,106
New +$1.87M 0.03% 392

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 $3.38T AUM 44.17% 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

Elo Mutual Pension Insurance's OTTR Position: Q2 2026 in Review

Elo Mutual Pension Insurance sold out of Otter Tail (OTTR) in Q2 2026, closing a stake of 17,067 shares — an estimated $1.5M sold.

Elo Mutual Pension Insurance first reported a position in OTTR in Q4 2025 and held it in 2 quarters. The position peaked at $1.87M in Q4 2025. 363 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Elo Mutual Pension Insurance reported no remaining Otter Tail position as of Q2 2026 after selling out during the quarter.
  • Elo Mutual Pension Insurance sold 17,067 Otter Tail shares in Q2 2026, an estimated $1.5M.
  • Elo Mutual Pension Insurance first reported a position in Otter Tail in Q4 2025 and held it in 2 quarters.
  • Elo Mutual Pension Insurance's Otter Tail position peaked at $1.87M in Q4 2025.
  • 363 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q2 2026, filed 13 Aug 2026.