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Flagship Harbor Advisors’s Otter Tail OTTR Stock Holding History

Flagship Harbor 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
Q1 		– Sell
-1,317
Closed -$106K – 1715
2025
Q4 		$106K Buy
+1,317
New +$107K 0.01% 854
2025
Q3 		– Sell
-2,700
Closed -$208K – 823
2025
Q2 		$208K Sell
2,700
-169
-6% -$13.2K 0.01% 724
2025
Q1 		$231K Sell
2,869
-140
-5% -$11.1K 0.01% 666
2024
Q4 		$222K Sell
3,009
-65
-2% -$5.09K 0.01% 675
2024
Q3 		$240K Buy
3,074
+50
+2% +$4.33K 0.01% 631
2024
Q2 		$265K Sell
3,024
-56
-2% -$4.9K 0.02% 572
2024
Q1 		$266K Sell
3,080
-122
-4% -$10.6K 0.02% 557
2023
Q4 		$272K Sell
3,202
-55
-2% -$4.25K 0.02% 519
2023
Q3 		$247K Sell
3,257
-186
-5% -$15.3K 0.02% 524
2023
Q2 		$272K Sell
3,443
-100
-3% -$7.51K 0.02% 501
2023
Q1 		$256K Sell
3,543
-145
-4% -$9.63K 0.02% 526
2022
Q4 		$217K Buy
+3,688
New +$221K 0.02% 554
2020
Q4 		– Sell
-330
Closed -$11K – 1353
2020
Q3 		$11K Hold
330
– – ﹤0.01% 1306
2020
Q2 		$12K Hold
330
– – ﹤0.01% 1301
2020
Q1 		$15K Hold
330
– – ﹤0.01% 1115
2019
Q4 		$17K Hold
330
– – ﹤0.01% 1157
2019
Q3 		$17K Hold
330
– – ﹤0.01% 1142
2019
Q2 		$17K Sell
330
-75
-19% -$3.82K ﹤0.01% 1139
2019
Q1 		$20K Buy
405
+75
+23% +$3.68K ﹤0.01% 1082
2018
Q4 		$16K Hold
330
– – ﹤0.01% 1097
2018
Q3 		$16K Hold
330
– – ﹤0.01% 1208
2018
Q2 		$15K Buy
+330
New +$14.9K ﹤0.01% 1220

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Flagship Harbor Advisors's OTTR Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of Otter Tail (OTTR) in Q1 2026, closing a stake of 1,317 shares — an estimated $106K sold.

Flagship Harbor Advisors first reported a position in OTTR in Q2 2018 and held it in 22 quarters. The position peaked at $272K in Q4 2023. 346 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining Otter Tail position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 1,317 Otter Tail shares in Q1 2026, an estimated $106K.
  • Flagship Harbor Advisors first reported a position in Otter Tail in Q2 2018 and held it in 22 quarters.
  • Flagship Harbor Advisors's Otter Tail position peaked at $272K in Q4 2023.
  • 346 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.