James Investment Research’s Otter Tail OTTR Stock Holding History

James Investment Research’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	$957K	Hold	10,631	–	–	0.1%	188
2026 Q1	$933K	Buy	10,631 +13	+0.1%	+$1.13K	0.1%	173
2025 Q4	$858K	Buy	10,618 +5	+0%	+$405	0.09%	180
2025 Q3	$870K	Buy	10,613 +2,311	+28%	+$187K	0.1%	177
2025 Q2	$640K	Hold	8,302	–	–	0.08%	193
2025 Q1	$667K	Hold	8,302	–	–	0.08%	183
2024 Q4	$613K	Hold	8,302	–	–	0.07%	193
2024 Q3	$649K	Buy	8,302 +475	+6%	+$41.1K	0.07%	190
2024 Q2	$686K	Buy	7,827 +1,851	+31%	+$162K	0.08%	188
2024 Q1	$516K	Sell	5,976 -2	-0%	-$174	0.06%	209
2023 Q4	$508K	Hold	5,978	–	–	0.06%	201
2023 Q3	$454K	Hold	5,978	–	–	0.06%	199
2023 Q2	$472K	Hold	5,978	–	–	0.06%	195
2023 Q1	$432K	Buy	5,978 +6	+0.1%	+$399	0.06%	199
2022 Q4	$351K	Buy	5,972 +1,947	+48%	+$117K	0.05%	208
2022 Q3	$248K	Hold	4,025	–	–	0.04%	231
2022 Q2	$270K	Buy	+4,025	New	+$256K	0.04%	223
2017 Q1	–	Sell	-44,255	Closed	-$1.81M	–	688
2016 Q4	$1.81M	Hold	44,255	–	–	0.05%	228
2016 Q3	$1.53M	Buy	+44,255	New	+$1.53M	0.04%	218

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

James Investment Research's OTTR Position: Q2 2026 in Review

James Investment Research held its Otter Tail (OTTR) position steady in Q2 2026 at 10,631 shares worth $957K. The position accounts for 0.1% of the portfolio, ranked #188.

James Investment Research first reported a position in OTTR in Q3 2016 and has held it in 19 quarters since. The position peaked at $1.81M in Q4 2016. 361 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

James Investment Research held 10,631 shares of Otter Tail worth $957K as of Q2 2026.
James Investment Research left its Otter Tail share count unchanged in Q2 2026.
Otter Tail made up 0.1% of James Investment Research's portfolio in Q2 2026, its #188 holding.
James Investment Research first reported a position in Otter Tail in Q3 2016 and has held it in 19 quarters since.
James Investment Research's Otter Tail position peaked at $1.81M in Q4 2016.
361 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.