Inspire Investing’s Otter Tail OTTR Stock Holding History

Inspire Investing’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	$2.55M	Buy	28,393 +28,392	+2,839,200%	+$2.51M	0.11%	220
2026 Q1	$128	Hold	1	–	–	﹤0.01%	1067
2025 Q4	$117	Sell	1 -6,296	-100%	-$510K	﹤0.01%	1071
2025 Q3	$516K	Buy	+6,297	New	+$511K	0.05%	311
2023 Q2	–	Sell	-7,306	Closed	-$528K	–	817
2023 Q1	$528K	Buy	+7,306	New	+$485K	0.07%	225
2020 Q4	–	Sell	-7,884	Closed	-$285K	–	666
2020 Q3	$285K	Buy	+7,884	New	+$303K	0.08%	251
2018 Q1	–	Sell	-1,243	Closed	-$55K	–	544
2017 Q4	$55K	Buy	+1,243	New	+$57K	0.05%	630

Other funds holding OTTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Inspire Investing's OTTR Position: Q2 2026 in Review

Inspire Investing increased its Otter Tail (OTTR) stake by 2,839,200% in Q2 2026, buying an estimated $2.51M and bringing the position to 28,393 shares worth $2.55M. The position accounts for 0.11% of the portfolio, ranked #220.

Inspire Investing first reported a position in OTTR in Q4 2017 and has held it in 7 quarters since. 362 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Inspire Investing held 28,393 shares of Otter Tail worth $2.55M as of Q2 2026.
Inspire Investing bought 28,392 Otter Tail shares in Q2 2026, an estimated $2.51M.
Otter Tail made up 0.11% of Inspire Investing's portfolio in Q2 2026, its #220 holding.
Inspire Investing first reported a position in Otter Tail in Q4 2017 and has held it in 7 quarters since.
362 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.