Mitsubishi UFJ Trust & Banking
OTTR icon

Mitsubishi UFJ Trust & Banking’s Otter Tail OTTR Stock Holding History

Mitsubishi UFJ Trust & Banking’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 		$275K Hold
3,056
– – ﹤0.01% 1242
2026
Q1 		$268K Sell
3,056
-475
-13% -$41.1K ﹤0.01% 1041
2025
Q4 		$285K Buy
3,531
+651
+23% +$52.7K ﹤0.01% 1030
2025
Q3 		$236K Hold
2,880
– – ﹤0.01% 1047
2025
Q2 		$222K Hold
2,880
– – ﹤0.01% 979
2025
Q1 		$231K Hold
2,880
– – ﹤0.01% 994
2024
Q4 		$213K Sell
2,880
-2,045
-42% -$160K ﹤0.01% 1001
2024
Q3 		$385K Sell
4,925
-258
-5% -$22.3K ﹤0.01% 995
2024
Q2 		$454K Buy
+5,183
New +$454K ﹤0.01% 963
2022
Q4 		– Sell
-9,233
Closed -$568K – 1181
2022
Q3 		$568K Sell
9,233
-2,642
-22% -$191K ﹤0.01% 870
2022
Q2 		$797K Buy
+11,875
New +$755K ﹤0.01% 846

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

Mitsubishi UFJ Trust & Banking's OTTR Position: Q2 2026 in Review

Mitsubishi UFJ Trust & Banking held its Otter Tail (OTTR) position steady in Q2 2026 at 3,056 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

Mitsubishi UFJ Trust & Banking first reported a position in OTTR in Q2 2022 and has held it in 11 quarters since. The position peaked at $797K in Q2 2022. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Mitsubishi UFJ Trust & Banking held 3,056 shares of Otter Tail worth $275K as of Q2 2026.
  • Mitsubishi UFJ Trust & Banking left its Otter Tail share count unchanged in Q2 2026.
  • Otter Tail made up ﹤0.01% of Mitsubishi UFJ Trust & Banking's portfolio in Q2 2026, its #1242 holding.
  • Mitsubishi UFJ Trust & Banking first reported a position in Otter Tail in Q2 2022 and has held it in 11 quarters since.
  • Mitsubishi UFJ Trust & Banking's Otter Tail position peaked at $797K in Q2 2022.
  • 359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q2 2026, filed 6 Aug 2026.