IIM
OTTR icon

INTECH Investment Management’s Otter Tail OTTR Stock Holding History

INTECH Investment Management’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 		$742K Sell
8,249
-1,626
-16% -$144K 0.01% 1171
2026
Q1 		$867K Sell
9,875
-8,189
-45% -$708K 0.01% 1073
2025
Q4 		$1.46M Hold
18,064
– – 0.01% 913
2025
Q3 		$1.48M Sell
18,064
-59,352
-77% -$4.81M 0.01% 957
2025
Q2 		$5.97M Buy
77,416
+58,511
+310% +$4.57M 0.06% 304
2025
Q1 		$1.52M Buy
18,905
+2,077
+12% +$164K 0.02% 921
2024
Q4 		$1.24M Buy
16,828
+8,088
+93% +$633K 0.01% 998
2024
Q3 		$683K Buy
+8,740
New +$756K 0.01% 1044

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

INTECH Investment Management's OTTR Position: Q2 2026 in Review

INTECH Investment Management reduced its Otter Tail (OTTR) stake by 16% in Q2 2026, selling an estimated $144K and leaving 8,249 shares worth $742K. The position accounts for 0.01% of the portfolio, ranked #1171.

INTECH Investment Management first reported a position in OTTR in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.97M in Q2 2025. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • INTECH Investment Management held 8,249 shares of Otter Tail worth $742K as of Q2 2026.
  • INTECH Investment Management sold 1,626 Otter Tail shares in Q2 2026, an estimated $144K.
  • Otter Tail made up 0.01% of INTECH Investment Management's portfolio in Q2 2026, its #1171 holding.
  • INTECH Investment Management first reported a position in Otter Tail in Q3 2024 and has held it in 8 quarters since.
  • INTECH Investment Management's Otter Tail position peaked at $5.97M in Q2 2025.
  • 359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.