Kovitz Investment Group Partners
OTTR icon

Kovitz Investment Group Partners’s Otter Tail OTTR Stock Holding History

Kovitz Investment Group Partners’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
-3,003
Closed -$246K – 1055
2025
Q3 		$246K Buy
3,003
+163
+6% +$13.2K ﹤0.01% 1272
2025
Q2 		$219K Buy
2,840
+2
+0.1% +$156 ﹤0.01% 1250
2025
Q1 		$228K Sell
2,838
-9
-0.3% -$713 ﹤0.01% 1139
2024
Q4 		$210K Buy
+2,847
New +$223K ﹤0.01% 1157

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Vanguard Group
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kovitz Investment Group Partners's OTTR Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Otter Tail (OTTR) in Q4 2025, closing a stake of 3,003 shares — an estimated $246K sold.

Kovitz Investment Group Partners first reported a position in OTTR in Q4 2024 and held it in 4 quarters. The position peaked at $246K in Q3 2025. 354 funds tracked by Wall St. Rank hold OTTR as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Otter Tail position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 3,003 Otter Tail shares in Q4 2025, an estimated $246K.
  • Kovitz Investment Group Partners first reported a position in Otter Tail in Q4 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's Otter Tail position peaked at $246K in Q3 2025.
  • 354 funds tracked by Wall St. Rank held Otter Tail as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.