Lido Advisors
OTTR icon

Lido Advisors’s Otter Tail OTTR Stock Holding History

Lido Advisors’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 		$475K Buy
5,416
+679
+14% +$58.7K ﹤0.01% 1324
2025
Q4 		$387K Buy
4,737
+128
+3% +$10.4K ﹤0.01% 1426
2025
Q3 		$378K Buy
4,609
+891
+24% +$72.3K ﹤0.01% 1365
2025
Q2 		$287K Buy
+3,718
New +$290K ﹤0.01% 1366

Other funds holding OTTR

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Lido Advisors's OTTR Position: Q1 2026 in Review

Lido Advisors increased its Otter Tail (OTTR) stake by 14% in Q1 2026, buying an estimated $58.7K and bringing the position to 5,416 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

Lido Advisors first reported a position in OTTR in Q2 2025 and has held it in 4 quarters since. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

  • Lido Advisors held 5,416 shares of Otter Tail worth $475K as of Q1 2026.
  • Lido Advisors bought 679 Otter Tail shares in Q1 2026, an estimated $58.7K.
  • Otter Tail made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1324 holding.
  • Lido Advisors first reported a position in Otter Tail in Q2 2025 and has held it in 4 quarters since.
  • 344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.