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InceptionR’s Otter Tail OTTR Stock Holding History

InceptionR’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 		$252K Buy
+2,798
New +$247K 0.06% 516
2024
Q3 		– Sell
-4,272
Closed -$374K – 811
2024
Q2 		$374K Buy
+4,272
New +$374K 0.11% 363

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 $3.38T AUM 44.17% 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

InceptionR's OTTR Position: Q2 2026 in Review

InceptionR opened a new position in Otter Tail (OTTR) in Q2 2026: 2,798 shares worth $252K. The stake represents 0.06% of the portfolio and ranks #516 among its holdings. This is a return to the name: InceptionR previously reported a position in OTTR as recently as Q2 2024.

InceptionR first reported a position in OTTR in Q2 2024 and has held it in 2 quarters since. The position peaked at $374K in Q2 2024. 363 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • InceptionR held 2,798 shares of Otter Tail worth $252K as of Q2 2026.
  • Otter Tail was a new InceptionR position in Q2 2026.
  • Otter Tail made up 0.06% of InceptionR's portfolio in Q2 2026, its #516 holding.
  • InceptionR first reported a position in Otter Tail in Q2 2024 and has held it in 2 quarters since.
  • InceptionR's Otter Tail position peaked at $374K in Q2 2024.
  • 363 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.