Ensign Peak Advisors’s Otter Tail OTTR Stock Holding History

Ensign Peak 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	$185K	Hold	2,060	–	–	﹤0.01%	1419
2026 Q1	$181K	Hold	2,060	–	–	﹤0.01%	1351
2025 Q4	$166K	Sell	2,060 -3,000	-59%	-$243K	﹤0.01%	1396
2025 Q3	$415K	Sell	5,060 -5,500	-52%	-$446K	﹤0.01%	1468
2025 Q2	$814K	Sell	10,560 -4,100	-28%	-$320K	﹤0.01%	1368
2025 Q1	$1.18M	Hold	14,660	–	–	﹤0.01%	1159
2024 Q4	$1.08M	Hold	14,660	–	–	﹤0.01%	1269
2024 Q3	$1.15M	Hold	14,660	–	–	﹤0.01%	1240
2024 Q2	$1.28M	Hold	14,660	–	–	﹤0.01%	1130
2024 Q1	$1.27M	Sell	14,660 -740	-5%	-$64.3K	﹤0.01%	1166
2023 Q4	$1.31M	Buy	15,400 +1,450	+10%	+$112K	﹤0.01%	1175
2023 Q3	$1.06M	Buy	13,950 +2,750	+25%	+$226K	﹤0.01%	1156
2023 Q2	$884K	Hold	11,200	–	–	﹤0.01%	1362
2023 Q1	$809K	Buy	11,200 +2,800	+33%	+$186K	﹤0.01%	1417
2022 Q4	$493K	Buy	+8,400	New	+$503K	﹤0.01%	1622

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

Ensign Peak Advisors's OTTR Position: Q2 2026 in Review

Ensign Peak Advisors held its Otter Tail (OTTR) position steady in Q2 2026 at 2,060 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #1419.

Ensign Peak Advisors first reported a position in OTTR in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.31M in Q4 2023. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Ensign Peak Advisors held 2,060 shares of Otter Tail worth $185K as of Q2 2026.
Ensign Peak Advisors left its Otter Tail share count unchanged in Q2 2026.
Otter Tail made up ﹤0.01% of Ensign Peak Advisors's portfolio in Q2 2026, its #1419 holding.
Ensign Peak Advisors first reported a position in Otter Tail in Q4 2022 and has held it in 15 quarters since.
Ensign Peak Advisors's Otter Tail position peaked at $1.31M in Q4 2023.
359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Ensign Peak Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.