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Harvest Fund Management’s Otter Tail OTTR Stock Holding History

Harvest Fund 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
2026
Q1 		$8K Hold
90
– – ﹤0.01% 449
2025
Q4 		$7K Hold
90
– – ﹤0.01% 519
2025
Q3 		$7K Hold
90
– – ﹤0.01% 546
2025
Q2 		$7K Sell
90
-1,720
-95% -$134K ﹤0.01% 536
2025
Q1 		$145K Buy
+1,810
New +$143K 0.01% 403

Other funds holding OTTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Harvest Fund Management's OTTR Position: Q1 2026 in Review

Harvest Fund Management held its Otter Tail (OTTR) position steady in Q1 2026 at 90 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Harvest Fund Management first reported a position in OTTR in Q1 2025 and has held it in 5 quarters since. The position peaked at $145K in Q1 2025. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

  • Harvest Fund Management held 90 shares of Otter Tail worth $8K as of Q1 2026.
  • Harvest Fund Management left its Otter Tail share count unchanged in Q1 2026.
  • Otter Tail made up ﹤0.01% of Harvest Fund Management's portfolio in Q1 2026, its #449 holding.
  • Harvest Fund Management first reported a position in Otter Tail in Q1 2025 and has held it in 5 quarters since.
  • Harvest Fund Management's Otter Tail position peaked at $145K in Q1 2025.
  • 344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Harvest Fund Management's 13F filing for Q1 2026, filed 14 May 2026.