Franklin Resources
OTTR icon

Franklin Resources’s Otter Tail OTTR Stock Holding History

Franklin Resources’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 		$8.15M Sell
90,522
-21,550
-19% -$1.9M ﹤0.01% 1373
2026
Q1 		$9.84M Buy
112,072
+75,079
+203% +$6.5M ﹤0.01% 1250
2025
Q4 		$2.99M Buy
36,993
+5,395
+17% +$437K ﹤0.01% 1628
2025
Q3 		$2.59M Buy
31,598
+20,554
+186% +$1.67M ﹤0.01% 1683
2025
Q2 		$851K Sell
11,044
-387
-3% -$30.2K ﹤0.01% 2072
2025
Q1 		$919K Sell
11,431
-15,824
-58% -$1.25M ﹤0.01% 2002
2024
Q4 		$2.01M Sell
27,255
-7,292
-21% -$571K ﹤0.01% 1733
2024
Q3 		$2.71M Buy
34,547
+1,804
+6% +$156K ﹤0.01% 1626
2024
Q2 		$2.87M Buy
32,743
+6,678
+26% +$585K ﹤0.01% 1571
2024
Q1 		$2.25M Buy
26,065
+3,436
+15% +$299K ﹤0.01% 1681
2023
Q4 		$1.92M Sell
22,629
-546
-2% -$42.2K ﹤0.01% 1404
2023
Q3 		$1.76M Sell
23,175
-4,212
-15% -$346K ﹤0.01% 1433
2023
Q2 		$2.16M Buy
27,387
+20,222
+282% +$1.52M ﹤0.01% 1390
2023
Q1 		$518K Sell
7,165
-729
-9% -$48.4K ﹤0.01% 1689
2022
Q4 		$463K Buy
7,894
+1,553
+24% +$93K ﹤0.01% 1717
2022
Q3 		$390K Buy
6,341
+663
+12% +$47.8K ﹤0.01% 1763
2022
Q2 		$381K Sell
5,678
-7,320
-56% -$465K ﹤0.01% 1791
2022
Q1 		$813K Buy
12,998
+4,983
+62% +$313K ﹤0.01% 1672
2021
Q4 		$573K Buy
8,015
+345
+4% +$22.3K ﹤0.01% 1854
2021
Q3 		$428K Buy
+7,670
New +$406K ﹤0.01% 1953

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
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

Franklin Resources's OTTR Position: Q2 2026 in Review

Franklin Resources reduced its Otter Tail (OTTR) stake by 19% in Q2 2026, selling an estimated $1.9M and leaving 90,522 shares worth $8.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

Franklin Resources first reported a position in OTTR in Q3 2021 and has held it in 20 quarters since. The position peaked at $9.84M in Q1 2026. 362 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Franklin Resources held 90,522 shares of Otter Tail worth $8.15M as of Q2 2026.
  • Franklin Resources sold 21,550 Otter Tail shares in Q2 2026, an estimated $1.9M.
  • Otter Tail made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #1373 holding.
  • Franklin Resources first reported a position in Otter Tail in Q3 2021 and has held it in 20 quarters since.
  • Franklin Resources's Otter Tail position peaked at $9.84M in Q1 2026.
  • 362 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.