Marshall Wace
OTTR icon

Marshall Wace’s Otter Tail OTTR Stock Holding History

Marshall Wace’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
-95,162
Closed -$8.35M – 3588
2026
Q1 		$8.35M Sell
95,162
-78,267
-45% -$6.77M 0.01% 1061
2025
Q4 		$14M Buy
173,429
+20,863
+14% +$1.69M 0.01% 752
2025
Q3 		$12.5M Buy
152,566
+93,549
+159% +$7.59M 0.01% 836
2025
Q2 		$4.55M Buy
59,017
+21,159
+56% +$1.65M 0.01% 1188
2025
Q1 		$3.04M Sell
37,858
-48,997
-56% -$3.88M ﹤0.01% 1282
2024
Q4 		$6.41M Sell
86,855
-19,104
-18% -$1.5M 0.01% 959
2024
Q3 		$8.28M Buy
105,959
+66,349
+168% +$5.74M 0.01% 826
2024
Q2 		$3.47M Buy
39,610
+11,814
+43% +$1.03M ﹤0.01% 1143
2024
Q1 		$2.4M Sell
27,796
-30,199
-52% -$2.63M ﹤0.01% 1275
2023
Q4 		$4.93M Buy
57,995
+53,851
+1,299% +$4.16M 0.01% 920
2023
Q3 		$315K Buy
+4,144
New +$340K ﹤0.01% 1869
2023
Q1 		– Sell
-138,123
Closed -$8.11M – 2989
2022
Q4 		$8.11M Buy
138,123
+100,374
+266% +$6.01M 0.02% 917
2022
Q3 		$2.32M Buy
37,749
+10,101
+37% +$729K 0.01% 1910
2022
Q2 		$1.86M Buy
+27,648
New +$1.76M ﹤0.01% 2051
2022
Q1 		– Sell
-9,344
Closed -$667K – 3839
2021
Q4 		$667K Buy
+9,344
New +$603K ﹤0.01% 2661
2020
Q4 		– Sell
-23,594
Closed -$853K – 2098
2020
Q3 		$853K Buy
23,594
+18,284
+344% +$704K 0.01% 1079
2020
Q2 		$206K Sell
5,310
-14,975
-74% -$630K ﹤0.01% 1408
2020
Q1 		$902K Buy
+20,285
New +$1.01M 0.01% 823

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

Marshall Wace's OTTR Position: Q2 2026 in Review

Marshall Wace sold out of Otter Tail (OTTR) in Q2 2026, closing a stake of 95,162 shares — an estimated $8.35M sold.

Marshall Wace first reported a position in OTTR in Q1 2020 and held it in 18 quarters. The position peaked at $14M in Q4 2025. 360 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Marshall Wace reported no remaining Otter Tail position as of Q2 2026 after selling out during the quarter.
  • Marshall Wace sold 95,162 Otter Tail shares in Q2 2026, an estimated $8.35M.
  • Marshall Wace first reported a position in Otter Tail in Q1 2020 and held it in 18 quarters.
  • Marshall Wace's Otter Tail position peaked at $14M in Q4 2025.
  • 360 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.