HI
OTTR icon

Harbour Investments’s Otter Tail OTTR Stock Holding History

Harbour Investments’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 		$395K Sell
4,395
-215
-5% -$19K 0.01% 1238
2026
Q1 		$405K Buy
4,610
+308
+7% +$26.6K 0.01% 1155
2025
Q4 		$348K Buy
4,302
+9
+0.2% +$729 0.01% 1011
2025
Q3 		$352K Buy
4,293
+27
+0.6% +$2.19K 0.01% 968
2025
Q2 		$329K Buy
4,266
+127
+3% +$9.91K 0.01% 945
2025
Q1 		$333K Buy
4,139
+12
+0.3% +$950 0.01% 875
2024
Q4 		$305K Buy
4,127
+15
+0.4% +$1.18K 0.01% 863
2024
Q3 		$321K Buy
4,112
+24
+0.6% +$2.08K 0.01% 824
2024
Q2 		$358K Buy
4,088
+2,009
+97% +$176K 0.01% 731
2024
Q1 		$180K Sell
2,079
-244
-11% -$21.2K 0.01% 959
2023
Q4 		$197K Buy
2,323
+10
+0.4% +$772 0.01% 857
2023
Q3 		$176K Buy
2,313
+398
+21% +$32.7K 0.01% 831
2023
Q2 		$151K Buy
1,915
+32
+2% +$2.4K 0.01% 899
2023
Q1 		$136K Buy
1,883
+32
+2% +$2.13K 0.01% 917
2022
Q4 		$109K Hold
1,851
– – 0.01% 975
2022
Q3 		$124K Hold
1,851
– – 0.01% 882
2022
Q2 		$124K Buy
+1,851
New +$118K 0.01% 882
2021
Q4 		$96K Sell
1,339
-791
-37% -$51.1K 0.01% 980
2021
Q3 		$119K Sell
2,130
-23
-1% -$1.22K ﹤0.01% 1279
2021
Q2 		$105K Buy
2,153
+4
+0.2% +$191 ﹤0.01% 1375
2021
Q1 		$99K Buy
+2,149
New +$91.9K ﹤0.01% 1303

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

Harbour Investments's OTTR Position: Q2 2026 in Review

Harbour Investments reduced its Otter Tail (OTTR) stake by 4.7% in Q2 2026, selling an estimated $19K and leaving 4,395 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #1238.

Harbour Investments first reported a position in OTTR in Q1 2021 and has held it in 21 quarters since. The position peaked at $405K in Q1 2026. 361 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Harbour Investments held 4,395 shares of Otter Tail worth $395K as of Q2 2026.
  • Harbour Investments sold 215 Otter Tail shares in Q2 2026, an estimated $19K.
  • Otter Tail made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #1238 holding.
  • Harbour Investments first reported a position in Otter Tail in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's Otter Tail position peaked at $405K in Q1 2026.
  • 361 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.