OQS
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Occudo Quantitative Strategies’s Otter Tail OTTR Stock Holding History

Occudo Quantitative Strategies’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 		$1.77M Buy
+19,692
New +$1.74M 0.09% 296
2025
Q3 		– Sell
-4,675
Closed -$360K – 818
2025
Q2 		$360K Buy
+4,675
New +$365K 0.04% 423
2025
Q1 		– Sell
-6,885
Closed -$508K – 852
2024
Q4 		$508K Buy
+6,885
New +$539K 0.09% 307
2024
Q1 		– Sell
-9,312
Closed -$791K – 962
2023
Q4 		$791K Buy
9,312
+5,815
+166% +$449K 0.11% 257
2023
Q3 		$265K Sell
3,497
-1,423
-29% -$117K 0.03% 712
2023
Q2 		$388K Buy
+4,920
New +$369K 0.04% 643
2023
Q1 		– Sell
-11,370
Closed -$668K – 1120
2022
Q4 		$668K Buy
+11,370
New +$681K 0.08% 407

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

Occudo Quantitative Strategies's OTTR Position: Q2 2026 in Review

Occudo Quantitative Strategies opened a new position in Otter Tail (OTTR) in Q2 2026: 19,692 shares worth $1.77M. The stake represents 0.09% of the portfolio and ranks #296 among its holdings. This is a return to the name: Occudo Quantitative Strategies previously reported a position in OTTR as recently as Q2 2025.

Occudo Quantitative Strategies first reported a position in OTTR in Q4 2022 and has held it in 7 quarters since. 362 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Occudo Quantitative Strategies held 19,692 shares of Otter Tail worth $1.77M as of Q2 2026.
  • Otter Tail was a new Occudo Quantitative Strategies position in Q2 2026.
  • Otter Tail made up 0.09% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #296 holding.
  • Occudo Quantitative Strategies first reported a position in Otter Tail in Q4 2022 and has held it in 7 quarters since.
  • 362 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.