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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Inspire Advisors's OTTR Position: Q4 2025 in Review

Inspire Advisors sold out of Otter Tail (OTTR) in Q4 2025, closing a stake of 12,764 shares — an estimated $1.05M sold.

Inspire Advisors first reported a position in OTTR in Q2 2024 and held it in 2 quarters. The position peaked at $1.05M in Q3 2025. 354 funds tracked by Wall St. Rank hold OTTR as of Q4 2025.

  • Inspire Advisors reported no remaining Otter Tail position as of Q4 2025 after selling out during the quarter.
  • Inspire Advisors sold 12,764 Otter Tail shares in Q4 2025, an estimated $1.05M.
  • Inspire Advisors first reported a position in Otter Tail in Q2 2024 and held it in 2 quarters.
  • Inspire Advisors's Otter Tail position peaked at $1.05M in Q3 2025.
  • 354 funds tracked by Wall St. Rank held Otter Tail as of Q4 2025.

Based on Inspire Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.