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HRT Financial’s Otter Tail OTTR Stock Holding History

HRT Financial’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 		– Sell
-78,965
Closed -$6.93M – 5045
2026
Q1 		$6.93M Sell
78,965
-32,929
-29% -$2.85M 0.02% 806
2025
Q4 		$9.04M Buy
111,894
+49,714
+80% +$4.03M 0.03% 494
2025
Q3 		$5.1M Buy
62,180
+11,618
+23% +$942K 0.02% 670
2025
Q2 		$3.9M Buy
+50,562
New +$3.95M 0.02% 644
2025
Q1 		– Sell
-25,694
Closed -$1.9M – 3158
2024
Q4 		$1.9M Sell
25,694
-9,887
-28% -$774K 0.01% 758
2024
Q3 		$2.78M Buy
+35,581
New +$3.08M 0.01% 738
2024
Q2 		– Sell
-49,490
Closed -$4.28M – 2864
2024
Q1 		$4.28M Buy
49,490
+33,263
+205% +$2.89M 0.03% 310
2023
Q4 		$1.38M Buy
16,227
+1,231
+8% +$95K 0.01% 831
2023
Q3 		$1.14M Buy
+14,996
New +$1.23M 0.01% 896
2023
Q2 		– Sell
-26,394
Closed -$1.91M – 3035
2023
Q1 		$1.91M Buy
+26,394
New +$1.75M 0.02% 618
2022
Q4 		– Sell
-6,605
Closed -$406K – 2959
2022
Q3 		$406K Sell
6,605
-10,410
-61% -$751K ﹤0.01% 1799
2022
Q2 		$1.14M Buy
17,015
+9,546
+128% +$607K 0.01% 832
2022
Q1 		$466K Buy
+7,469
New +$469K ﹤0.01% 1887
2021
Q4 		– Sell
-19,330
Closed -$1.08M – 3838
2021
Q3 		$1.08M Buy
+19,330
New +$1.02M 0.01% 1189
2021
Q2 		– Sell
-23,648
Closed -$1.09M – 3340
2021
Q1 		$1.09M Buy
+23,648
New +$1.01M 0.01% 1036
2020
Q1 		– Sell
-9,108
Closed -$467K – 1195
2019
Q4 		$467K Buy
9,108
+1,945
+27% +$101K 0.02% 552
2019
Q3 		$385K Buy
+7,163
New +$375K 0.02% 806

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

HRT Financial's OTTR Position: Q2 2026 in Review

HRT Financial sold out of Otter Tail (OTTR) in Q2 2026, closing a stake of 78,965 shares — an estimated $6.93M sold.

HRT Financial first reported a position in OTTR in Q3 2019 and held it in 17 quarters. The position peaked at $9.04M in Q4 2025. 362 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • HRT Financial reported no remaining Otter Tail position as of Q2 2026 after selling out during the quarter.
  • HRT Financial sold 78,965 Otter Tail shares in Q2 2026, an estimated $6.93M.
  • HRT Financial first reported a position in Otter Tail in Q3 2019 and held it in 17 quarters.
  • HRT Financial's Otter Tail position peaked at $9.04M in Q4 2025.
  • 362 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.