Fieldview Capital Management’s Otter Tail OTTR Stock Holding History

Fieldview Capital Management’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	-5,505	Closed	-$483K	–	656
2026 Q1	$483K	Buy	+5,505	New	+$476K	0.14%	263

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

Fieldview Capital Management's OTTR Position: Q2 2026 in Review

Fieldview Capital Management sold out of Otter Tail (OTTR) in Q2 2026, closing a stake of 5,505 shares — an estimated $483K sold.

Fieldview Capital Management first reported a position in OTTR in Q1 2026 and held it in 1 quarter. The position peaked at $483K in Q1 2026. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Fieldview Capital Management reported no remaining Otter Tail position as of Q2 2026 after selling out during the quarter.
Fieldview Capital Management sold 5,505 Otter Tail shares in Q2 2026, an estimated $483K.
Fieldview Capital Management first reported a position in Otter Tail in Q1 2026 and held it in 1 quarter.
Fieldview Capital Management's Otter Tail position peaked at $483K in Q1 2026.
359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Fieldview Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.