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Foster & Motley’s Otter Tail OTTR Stock Holding History

Foster & Motley’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 		$650K Sell
7,223
-527
-7% -$46.6K 0.03% 285
2026
Q1 		$680K Sell
7,750
-335
-4% -$29K 0.04% 272
2025
Q4 		$653K Sell
8,085
-930
-10% -$75.3K 0.03% 267
2025
Q3 		$739K Sell
9,015
-70
-0.8% -$5.68K 0.04% 253
2025
Q2 		$700K Sell
9,085
-113
-1% -$8.82K 0.04% 257
2025
Q1 		$739K Sell
9,198
-275
-3% -$21.8K 0.05% 243
2024
Q4 		$699K Sell
9,473
-145
-2% -$11.4K 0.05% 245
2024
Q3 		$752K Sell
9,618
-237
-2% -$20.5K 0.05% 236
2024
Q2 		$863K Buy
9,855
+149
+2% +$13K 0.06% 219
2024
Q1 		$839K Sell
9,706
-142
-1% -$12.3K 0.06% 221
2023
Q4 		$837K Sell
9,848
-201
-2% -$15.5K 0.06% 213
2023
Q3 		$763K Sell
10,049
-112
-1% -$9.2K 0.06% 224
2023
Q2 		$802K Sell
10,161
-138
-1% -$10.4K 0.06% 241
2023
Q1 		$744K Sell
10,299
-44
-0.4% -$2.92K 0.06% 251
2022
Q4 		$607K Sell
10,343
-50
-0.5% -$3K 0.05% 257
2022
Q3 		$639K Buy
10,393
+477
+5% +$34.4K 0.06% 230
2022
Q2 		$666K Buy
+9,916
New +$630K 0.06% 228

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

Foster & Motley's OTTR Position: Q2 2026 in Review

Foster & Motley reduced its Otter Tail (OTTR) stake by 6.8% in Q2 2026, selling an estimated $46.6K and leaving 7,223 shares worth $650K. The position accounts for 0.03% of the portfolio, ranked #285.

Foster & Motley first reported a position in OTTR in Q2 2022 and has held it in 17 quarters since. The position peaked at $863K in Q2 2024. 363 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Foster & Motley held 7,223 shares of Otter Tail worth $650K as of Q2 2026.
  • Foster & Motley sold 527 Otter Tail shares in Q2 2026, an estimated $46.6K.
  • Otter Tail made up 0.03% of Foster & Motley's portfolio in Q2 2026, its #285 holding.
  • Foster & Motley first reported a position in Otter Tail in Q2 2022 and has held it in 17 quarters since.
  • Foster & Motley's Otter Tail position peaked at $863K in Q2 2024.
  • 363 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Foster & Motley's 13F filing for Q2 2026, filed 7 Aug 2026.