MCM
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Manchester Capital Management’s Otter Tail OTTR Stock Holding History

Manchester 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
2025
Q4 		– Sell
-3
Closed -$246 – 1450
2025
Q3 		$246 Hold
3
– – ﹤0.01% 1234
2025
Q2 		$232 Hold
3
– – ﹤0.01% 1165
2025
Q1 		$242 Buy
+3
New +$238 ﹤0.01% 1123

Other funds holding OTTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Manchester Capital Management's OTTR Position: Q4 2025 in Review

Manchester Capital Management sold out of Otter Tail (OTTR) in Q4 2025, closing a stake of 3 shares — an estimated $246 sold.

Manchester Capital Management first reported a position in OTTR in Q1 2025 and held it in 3 quarters. The position peaked at $246 in Q3 2025. 354 funds tracked by Wall St. Rank hold OTTR as of Q4 2025.

  • Manchester Capital Management reported no remaining Otter Tail position as of Q4 2025 after selling out during the quarter.
  • Manchester Capital Management sold 3 Otter Tail shares in Q4 2025, an estimated $246.
  • Manchester Capital Management first reported a position in Otter Tail in Q1 2025 and held it in 3 quarters.
  • Manchester Capital Management's Otter Tail position peaked at $246 in Q3 2025.
  • 354 funds tracked by Wall St. Rank held Otter Tail as of Q4 2025.

Based on Manchester Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.