Fortis Capital Advisors’s Otter Tail OTTR Stock Holding History

Fortis Capital 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	-9,748	Closed	-$788K	–	409
2025 Q4	$788K	Buy	+9,748	New	+$790K	0.12%	158

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 $3.38T AUM 44.17% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

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

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

Fortis Capital Advisors's OTTR Position: Q1 2026 in Review

Fortis Capital Advisors sold out of Otter Tail (OTTR) in Q1 2026, closing a stake of 9,748 shares — an estimated $788K sold.

Fortis Capital Advisors first reported a position in OTTR in Q4 2025 and held it in 1 quarter. The position peaked at $788K in Q4 2025. 347 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

Fortis Capital Advisors reported no remaining Otter Tail position as of Q1 2026 after selling out during the quarter.
Fortis Capital Advisors sold 9,748 Otter Tail shares in Q1 2026, an estimated $788K.
Fortis Capital Advisors first reported a position in Otter Tail in Q4 2025 and held it in 1 quarter.
Fortis Capital Advisors's Otter Tail position peaked at $788K in Q4 2025.
347 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

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