Martingale Asset Management’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.49M | Buy |
39,731
+6,490
| +20% | +$561K | 0.09% | 223 |
|
|
2025
Q4 | $2.69M | Buy |
33,241
+757
| +2% | +$61.3K | 0.07% | 255 |
|
|
2025
Q3 | $2.66M | Sell |
32,484
-578
| -2% | -$46.9K | 0.07% | 250 |
|
|
2025
Q2 | $2.55M | Sell |
33,062
-201
| -0.6% | -$15.7K | 0.06% | 257 |
|
|
2025
Q1 | $2.67M | Sell |
33,263
-4,524
| -12% | -$358K | 0.07% | 230 |
|
|
2024
Q4 | $2.79M | Buy |
37,787
+5,599
| +17% | +$438K | 0.07% | 227 |
|
|
2024
Q3 | $2.52M | Buy |
32,188
+2,131
| +7% | +$184K | 0.06% | 258 |
|
|
2024
Q2 | $2.63M | Hold |
30,057
| – | – | 0.06% | 230 |
|
|
2024
Q1 | $2.6M | Sell |
30,057
-4,905
| -14% | -$426K | 0.05% | 234 |
|
|
2023
Q4 | $2.97M | Sell |
34,962
-4,372
| -11% | -$338K | 0.06% | 210 |
|
|
2023
Q3 | $2.99M | Sell |
39,334
-13,654
| -26% | -$1.12M | 0.06% | 197 |
|
|
2023
Q2 | $4.18M | Sell |
52,988
-6,064
| -10% | -$455K | 0.08% | 177 |
|
|
2023
Q1 | $4.27M | Buy |
59,052
+536
| +0.9% | +$35.6K | 0.08% | 175 |
|
|
2022
Q4 | $3.44M | Buy |
58,516
+3,107
| +6% | +$186K | 0.07% | 184 |
|
|
2022
Q3 | $3.41M | Sell |
55,409
-1,938
| -3% | -$140K | 0.07% | 184 |
|
|
2022
Q2 | $3.85M | Buy |
57,347
+13,221
| +30% | +$840K | 0.07% | 193 |
|
|
2022
Q1 | $2.76M | Buy |
44,126
+10,912
| +33% | +$684K | 0.04% | 221 |
|
|
2021
Q4 | $2.37M | Sell |
33,214
-1,800
| -5% | -$116K | 0.03% | 270 |
|
|
2021
Q3 | $1.96M | Buy |
35,014
+21,800
| +165% | +$1.16M | 0.03% | 311 |
|
|
2021
Q2 | $646K | Buy |
13,214
+1,810
| +16% | +$86.6K | 0.01% | 524 |
|
|
2021
Q1 | $527K | Hold |
11,404
| – | – | 0.01% | 593 |
|
|
2020
Q4 | $486K | Sell |
11,404
-26,818
| -70% | -$1.09M | 0.01% | 622 |
|
|
2020
Q3 | $1.38M | Sell |
38,222
-56,800
| -60% | -$2.19M | 0.02% | 530 |
|
|
2020
Q2 | $3.69M | Hold |
95,022
| – | – | 0.04% | 375 |
|
|
2020
Q1 | $4.22M | Sell |
95,022
-16,000
| -14% | -$797K | 0.06% | 335 |
|
|
2019
Q4 | $5.7M | Sell |
111,022
-3,900
| -3% | -$202K | 0.06% | 353 |
|
|
2019
Q3 | $6.18M | Buy |
114,922
+11,201
| +11% | +$586K | 0.06% | 334 |
|
|
2019
Q2 | $5.48M | Hold |
103,721
| – | – | 0.06% | 352 |
|
|
2019
Q1 | $5.17M | Buy |
103,721
+30,000
| +41% | +$1.47M | 0.06% | 353 |
|
|
2018
Q4 | $3.66M | Buy |
73,721
+1,300
| +2% | +$62K | 0.05% | 390 |
|
|
2018
Q3 | $3.47M | Buy |
72,421
+600
| +0.8% | +$29K | 0.04% | 405 |
|
|
2018
Q2 | $3.42M | Hold |
71,821
| – | – | 0.04% | 408 |
|
|
2018
Q1 | $3.11M | Hold |
71,821
| – | – | 0.04% | 418 |
|
|
2017
Q4 | $3.19M | Hold |
71,821
| – | – | 0.04% | 408 |
|
|
2017
Q3 | $3.11M | Hold |
71,821
| – | – | 0.04% | 444 |
|
|
2017
Q2 | $2.85M | Hold |
71,821
| – | – | 0.04% | 456 |
|
|
2017
Q1 | $2.72M | Sell |
71,821
-5,200
| -7% | -$197K | 0.04% | 454 |
|
|
2016
Q4 | $3.14M | Buy |
77,021
+6,803
| +10% | +$253K | 0.04% | 440 |
|
|
2016
Q3 | $2.43M | Buy |
70,218
+62,918
| +862% | +$2.18M | 0.04% | 465 |
|
|
2016
Q2 | $245K | Sell |
7,300
-2
| -0% | -$60 | ﹤0.01% | 781 |
|
|
2016
Q1 | $217K | Sell |
7,302
-6,602
| -47% | -$181K | ﹤0.01% | 771 |
|
|
2015
Q4 | $371K | Hold |
13,904
| – | – | 0.01% | 716 |
|
|
2015
Q3 | $363K | Hold |
13,904
| – | – | 0.01% | 710 |
|
|
2015
Q2 | $370K | Sell |
13,904
-14,611
| -51% | -$419K | 0.01% | 742 |
|
|
2015
Q1 | $918K | Hold |
28,515
| – | – | 0.02% | 554 |
|
|
2014
Q4 | $883K | Sell |
28,515
-12
| -0% | -$354 | 0.02% | 562 |
|
|
2014
Q3 | $761K | Sell |
28,527
-7,400
| -21% | -$209K | 0.02% | 585 |
|
|
2014
Q2 | $1.09M | Sell |
35,927
-10,800
| -23% | -$314K | 0.03% | 492 |
|
|
2014
Q1 | $1.44M | Buy |
46,727
+4,400
| +10% | +$130K | 0.05% | 365 |
|
|
2013
Q4 | $1.24M | Buy |
42,327
+16,101
| +61% | +$469K | 0.04% | 456 |
|
|
2013
Q3 | $724K | Sell |
26,226
-704
| -3% | -$20.3K | 0.03% | 646 |
|
|
2013
Q2 | $765K | Buy |
+26,930
| New | +$794K | 0.03% | 619 |
|
Other funds holding OTTR
VPM
VCM
Martingale Asset Management's OTTR Position: Q1 2026 in Review
Martingale Asset Management increased its Otter Tail (OTTR) stake by 20% in Q1 2026, buying an estimated $561K and bringing the position to 39,731 shares worth $3.49M. The position accounts for 0.09% of the portfolio, ranked #223.
Martingale Asset Management first reported a position in OTTR in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.18M in Q3 2019. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.
- Martingale Asset Management held 39,731 shares of Otter Tail worth $3.49M as of Q1 2026.
- Martingale Asset Management bought 6,490 Otter Tail shares in Q1 2026, an estimated $561K.
- Otter Tail made up 0.09% of Martingale Asset Management's portfolio in Q1 2026, its #223 holding.
- Martingale Asset Management first reported a position in Otter Tail in Q2 2013 and has held it in 52 quarters since.
- Martingale Asset Management's Otter Tail position peaked at $6.18M in Q3 2019.
- 344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.
Based on Martingale Asset Management's 13F filing for Q1 2026, filed 13 May 2026.