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MAI Capital Management’s Otter Tail OTTR Stock Holding History

MAI Capital 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 		– Sell
-18
Closed -$1.58K – 3909
2026
Q1 		$1.58K Buy
+18
New +$1.56K ﹤0.01% 4019
2025
Q4 		– Sell
-140
Closed -$11.5K – 4449
2025
Q3 		$11.5K Sell
140
-25
-15% -$2.03K ﹤0.01% 2683
2025
Q2 		$12.7K Sell
165
-25
-13% -$1.95K ﹤0.01% 2601
2025
Q1 		$15.3K Hold
190
– – ﹤0.01% 2300
2024
Q4 		$14K Buy
+190
New +$14.9K ﹤0.01% 2371

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

MAI Capital Management's OTTR Position: Q2 2026 in Review

MAI Capital Management sold out of Otter Tail (OTTR) in Q2 2026, closing a stake of 18 shares — an estimated $1.58K sold.

MAI Capital Management first reported a position in OTTR in Q4 2024 and held it in 5 quarters. The position peaked at $15.3K in Q1 2025. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • MAI Capital Management reported no remaining Otter Tail position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 18 Otter Tail shares in Q2 2026, an estimated $1.58K.
  • MAI Capital Management first reported a position in Otter Tail in Q4 2024 and held it in 5 quarters.
  • MAI Capital Management's Otter Tail position peaked at $15.3K in Q1 2025.
  • 359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.