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Inspire Advisors’s Otter Tail OTTR Stock Holding History

Inspire Advisors’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 		$485K Buy
+5,386
New +$476K 0.03% 397
2025
Q4 		– Sell
-12,764
Closed -$1.05M – 617
2025
Q3 		$1.05M Buy
+12,764
New +$1.04M 0.1% 162
2024
Q3 		– Sell
-3,305
Closed -$289K – 453
2024
Q2 		$289K Buy
+3,305
New +$289K 0.04% 278

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

Inspire Advisors's OTTR Position: Q2 2026 in Review

Inspire Advisors opened a new position in Otter Tail (OTTR) in Q2 2026: 5,386 shares worth $485K. The stake represents 0.03% of the portfolio and ranks #397 among its holdings. This is a return to the name: Inspire Advisors previously reported a position in OTTR as recently as Q3 2025.

Inspire Advisors first reported a position in OTTR in Q2 2024 and has held it in 3 quarters since. The position peaked at $1.05M in Q3 2025. 362 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Inspire Advisors held 5,386 shares of Otter Tail worth $485K as of Q2 2026.
  • Otter Tail was a new Inspire Advisors position in Q2 2026.
  • Otter Tail made up 0.03% of Inspire Advisors's portfolio in Q2 2026, its #397 holding.
  • Inspire Advisors first reported a position in Otter Tail in Q2 2024 and has held it in 3 quarters since.
  • Inspire Advisors's Otter Tail position peaked at $1.05M in Q3 2025.
  • 362 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.