Fox Run Management’s Otter Tail OTTR Stock Holding History

Fox Run 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
2025 Q4	–	Sell	-3,028	Closed	-$248K	–	1168
2025 Q3	$248K	Buy	+3,028	New	+$246K	0.04%	744

Other funds holding OTTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fox Run Management's OTTR Position: Q4 2025 in Review

Fox Run Management sold out of Otter Tail (OTTR) in Q4 2025, closing a stake of 3,028 shares — an estimated $248K sold.

Fox Run Management first reported a position in OTTR in Q3 2025 and held it in 1 quarter. The position peaked at $248K in Q3 2025. 354 funds tracked by Wall St. Rank hold OTTR as of Q4 2025.

Fox Run Management reported no remaining Otter Tail position as of Q4 2025 after selling out during the quarter.
Fox Run Management sold 3,028 Otter Tail shares in Q4 2025, an estimated $248K.
Fox Run Management first reported a position in Otter Tail in Q3 2025 and held it in 1 quarter.
Fox Run Management's Otter Tail position peaked at $248K in Q3 2025.
354 funds tracked by Wall St. Rank held Otter Tail as of Q4 2025.

Based on Fox Run Management's 13F filing for Q4 2025, filed 11 Feb 2026.