Morgan Stanley’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 | $57.4M | Buy |
654,434
+92,145
| +16% | +$7.97M | ﹤0.01% | 1956 |
|
|
2025
Q4 | $45.4M | Buy |
562,289
+30,599
| +6% | +$2.48M | ﹤0.01% | 2170 |
|
|
2025
Q3 | $43.6M | Buy |
531,690
+100,794
| +23% | +$8.17M | ﹤0.01% | 2121 |
|
|
2025
Q2 | $33.2M | Buy |
430,896
+31,398
| +8% | +$2.45M | ﹤0.01% | 2297 |
|
|
2025
Q1 | $32.1M | Sell |
399,498
-112,195
| -22% | -$8.88M | ﹤0.01% | 2214 |
|
|
2024
Q4 | $37.8M | Sell |
511,693
-15,418
| -3% | -$1.21M | ﹤0.01% | 2099 |
|
|
2024
Q3 | $41.2M | Buy |
527,111
+19,843
| +4% | +$1.72M | ﹤0.01% | 2023 |
|
|
2024
Q2 | $44.4M | Buy |
507,268
+13,525
| +3% | +$1.18M | ﹤0.01% | 1859 |
|
|
2024
Q1 | $42.7M | Sell |
493,743
-444,279
| -47% | -$38.6M | ﹤0.01% | 1902 |
|
|
2023
Q4 | $79.7M | Buy |
938,022
+595,673
| +174% | +$46M | ﹤0.01% | 1956 |
|
|
2023
Q3 | $26M | Buy |
342,349
+8,150
| +2% | +$669K | ﹤0.01% | 2184 |
|
|
2023
Q2 | $26.4M | Buy |
334,199
+9,781
| +3% | +$734K | ﹤0.01% | 2185 |
|
|
2023
Q1 | $23.4M | Buy |
324,418
+81,136
| +33% | +$5.39M | ﹤0.01% | 2248 |
|
|
2022
Q4 | $14.3M | Sell |
243,282
-42,999
| -15% | -$2.58M | ﹤0.01% | 2693 |
|
|
2022
Q3 | $17.6M | Sell |
286,281
-310
| -0.1% | -$22.4K | ﹤0.01% | 2331 |
|
|
2022
Q2 | $19.2M | Buy |
286,591
+152,536
| +114% | +$9.7M | ﹤0.01% | 2334 |
|
|
2022
Q1 | $8.38M | Sell |
134,055
-74,624
| -36% | -$4.68M | ﹤0.01% | 3120 |
|
|
2021
Q4 | $14.9M | Buy |
208,679
+4,180
| +2% | +$270K | ﹤0.01% | 2492 |
|
|
2021
Q3 | $11.4M | Buy |
204,499
+16,225
| +9% | +$860K | ﹤0.01% | 2738 |
|
|
2021
Q2 | $9.19M | Buy |
188,274
+15,774
| +9% | +$755K | ﹤0.01% | 3092 |
|
|
2021
Q1 | $7.96M | Sell |
172,500
-10,695
| -6% | -$458K | ﹤0.01% | 2888 |
|
|
2020
Q4 | $7.81M | Buy |
183,195
+10,603
| +6% | +$432K | ﹤0.01% | 2775 |
|
|
2020
Q3 | $6.24M | Sell |
172,592
-25,557
| -13% | -$983K | ﹤0.01% | 2497 |
|
|
2020
Q2 | $7.69M | Buy |
198,149
+39,212
| +25% | +$1.65M | ﹤0.01% | 2219 |
|
|
2020
Q1 | $7.07M | Buy |
158,937
+30,795
| +24% | +$1.53M | ﹤0.01% | 2113 |
|
|
2019
Q4 | $6.57M | Buy |
128,142
+31,899
| +33% | +$1.66M | ﹤0.01% | 2887 |
|
|
2019
Q3 | $5.17M | Buy |
96,243
+5,523
| +6% | +$289K | ﹤0.01% | 2839 |
|
|
2019
Q2 | $4.79M | Sell |
90,720
-20,605
| -19% | -$1.05M | ﹤0.01% | 2954 |
|
|
2019
Q1 | $5.55M | Sell |
111,325
-109,345
| -50% | -$5.37M | ﹤0.01% | 2610 |
|
|
2018
Q4 | $11M | Sell |
220,670
-100,327
| -31% | -$4.79M | ﹤0.01% | 2031 |
|
|
2018
Q3 | $15.4M | Buy |
320,997
+64,097
| +25% | +$3.1M | ﹤0.01% | 1935 |
|
|
2018
Q2 | $12.2M | Buy |
256,900
+28,005
| +12% | +$1.26M | ﹤0.01% | 2141 |
|
|
2018
Q1 | $9.92M | Sell |
228,895
-30,831
| -12% | -$1.29M | ﹤0.01% | 2348 |
|
|
2017
Q4 | $11.5M | Buy |
259,726
+58,235
| +29% | +$2.67M | ﹤0.01% | 2259 |
|
|
2017
Q3 | $8.73M | Buy |
201,491
+13,303
| +7% | +$550K | ﹤0.01% | 2413 |
|
|
2017
Q2 | $7.45M | Sell |
188,188
-59,220
| -24% | -$2.33M | ﹤0.01% | 2453 |
|
|
2017
Q1 | $9.38M | Buy |
247,408
+30,059
| +14% | +$1.14M | ﹤0.01% | 2260 |
|
|
2016
Q4 | $8.87M | Buy |
217,349
+100,314
| +86% | +$3.73M | ﹤0.01% | 2384 |
|
|
2016
Q3 | $4.05M | Buy |
117,035
+8,392
| +8% | +$290K | ﹤0.01% | 2880 |
|
|
2016
Q2 | $3.64M | Buy |
108,643
+4,341
| +4% | +$130K | ﹤0.01% | 2905 |
|
|
2016
Q1 | $3.09M | Buy |
104,302
+7,857
| +8% | +$216K | ﹤0.01% | 2958 |
|
|
2015
Q4 | $2.57M | Buy |
96,445
+923
| +1% | +$24.8K | ﹤0.01% | 3277 |
|
|
2015
Q3 | $2.49M | Sell |
95,522
-888
| -0.9% | -$23.5K | ﹤0.01% | 3303 |
|
|
2015
Q2 | $2.56M | Sell |
96,410
-2,301
| -2% | -$66.1K | ﹤0.01% | 3392 |
|
|
2015
Q1 | $3.17M | Buy |
98,711
+4,877
| +5% | +$155K | ﹤0.01% | 3159 |
|
|
2014
Q4 | $2.9M | Buy |
93,834
+1,190
| +1% | +$35.1K | ﹤0.01% | 3225 |
|
|
2014
Q3 | $2.47M | Sell |
92,644
-15,400
| -14% | -$436K | ﹤0.01% | 3258 |
|
|
2014
Q2 | $3.27M | Sell |
108,044
-37,666
| -26% | -$1.1M | ﹤0.01% | 3065 |
|
|
2014
Q1 | $4.49M | Buy |
145,710
+36,407
| +33% | +$1.07M | ﹤0.01% | 2676 |
|
|
2013
Q4 | $3.2M | Sell |
109,303
-5,755
| -5% | -$168K | ﹤0.01% | 2990 |
|
|
2013
Q3 | $3.18M | Sell |
115,058
-8,660
| -7% | -$249K | ﹤0.01% | 2855 |
|
|
2013
Q2 | $3.51M | Buy |
+123,718
| New | +$3.65M | ﹤0.01% | 2654 |
|
Other funds holding OTTR
VPM
VCM
Morgan Stanley's OTTR Position: Q1 2026 in Review
Morgan Stanley increased its Otter Tail (OTTR) stake by 16% in Q1 2026, buying an estimated $7.97M and bringing the position to 654,434 shares worth $57.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1956.
Morgan Stanley first reported a position in OTTR in Q2 2013 and has held it in 52 quarters since. The position peaked at $79.7M in Q4 2023. 346 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.
- Morgan Stanley held 654,434 shares of Otter Tail worth $57.4M as of Q1 2026.
- Morgan Stanley bought 92,145 Otter Tail shares in Q1 2026, an estimated $7.97M.
- Otter Tail made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #1956 holding.
- Morgan Stanley first reported a position in Otter Tail in Q2 2013 and has held it in 52 quarters since.
- Morgan Stanley's Otter Tail position peaked at $79.7M in Q4 2023.
- 346 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.