Mercer Global Advisors
OTTR icon

Mercer Global Advisors’s Otter Tail OTTR Stock Holding History

Mercer Global 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
Q2 		$408K Buy
4,539
+311
+7% +$27.5K ﹤0.01% 2486
2026
Q1 		$371K Buy
4,228
+707
+20% +$61.2K ﹤0.01% 2232
2025
Q4 		$285K Buy
3,521
+97
+3% +$7.86K ﹤0.01% 2276
2025
Q3 		$281K Buy
3,424
+466
+16% +$37.8K ﹤0.01% 2137
2025
Q2 		$228K Buy
2,958
+368
+14% +$28.7K ﹤0.01% 2019
2025
Q1 		$208K Sell
2,590
-397
-13% -$31.4K ﹤0.01% 1955
2024
Q4 		$221K Sell
2,987
-2,751
-48% -$215K ﹤0.01% 1919
2024
Q3 		$448K Sell
5,738
-1,172
-17% -$101K ﹤0.01% 1389
2024
Q2 		$605K Sell
6,910
-828
-11% -$72.5K ﹤0.01% 1205
2024
Q1 		$669K Buy
7,738
+1,162
+18% +$101K ﹤0.01% 1133
2023
Q4 		$559K Sell
6,576
-88
-1% -$6.79K ﹤0.01% 1256
2023
Q3 		$506K Buy
6,664
+626
+10% +$51.4K ﹤0.01% 1244
2023
Q2 		$477K Buy
6,038
+1,219
+25% +$91.5K ﹤0.01% 1255
2023
Q1 		$348K Buy
4,819
+1,231
+34% +$81.8K ﹤0.01% 1421
2022
Q4 		$211K Sell
3,588
-810
-18% -$48.5K ﹤0.01% 1687
2022
Q3 		$271K Buy
4,398
+71
+2% +$5.12K ﹤0.01% 1477
2022
Q2 		$290K Buy
+4,327
New +$275K ﹤0.01% 1440

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

Mercer Global Advisors's OTTR Position: Q2 2026 in Review

Mercer Global Advisors increased its Otter Tail (OTTR) stake by 7.4% in Q2 2026, buying an estimated $27.5K and bringing the position to 4,539 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #2486.

Mercer Global Advisors first reported a position in OTTR in Q2 2022 and has held it in 17 quarters since. The position peaked at $669K in Q1 2024. 362 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Mercer Global Advisors held 4,539 shares of Otter Tail worth $408K as of Q2 2026.
  • Mercer Global Advisors bought 311 Otter Tail shares in Q2 2026, an estimated $27.5K.
  • Otter Tail made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2486 holding.
  • Mercer Global Advisors first reported a position in Otter Tail in Q2 2022 and has held it in 17 quarters since.
  • Mercer Global Advisors's Otter Tail position peaked at $669K in Q1 2024.
  • 362 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.