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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Inspire Investing's OTTR Position: Q1 2026 in Review

Inspire Investing held its Otter Tail (OTTR) position steady in Q1 2026 at 1 share worth $128. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

Inspire Investing first reported a position in OTTR in Q4 2017 and has held it in 6 quarters since. The position peaked at $528K in Q1 2023. 346 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

Inspire Investing held 1 share of Otter Tail worth $128 as of Q1 2026.
Inspire Investing left its Otter Tail share count unchanged in Q1 2026.
Otter Tail made up ﹤0.01% of Inspire Investing's portfolio in Q1 2026, its #1067 holding.
Inspire Investing first reported a position in Otter Tail in Q4 2017 and has held it in 6 quarters since.
Inspire Investing's Otter Tail position peaked at $528K in Q1 2023.
346 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Inspire Investing's 13F filing for Q1 2026, filed 23 Apr 2026.