Opus Capital Group’s Otter Tail OTTR Stock Holding History

Opus Capital Group’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 Q1	$462K	Hold	5,266	–	–	0.05%	81
2025 Q4	$426K	Hold	5,266	–	–	0.05%	83
2025 Q3	$432K	Hold	5,266	–	–	0.05%	82
2025 Q2	$406K	Hold	5,266	–	–	0.05%	84
2025 Q1	$423K	Hold	5,266	–	–	0.05%	83
2024 Q4	$389K	Hold	5,266	–	–	0.05%	82
2024 Q3	$412K	Hold	5,266	–	–	0.05%	82
2024 Q2	$461K	Hold	5,266	–	–	0.07%	78
2024 Q1	$455K	Hold	5,266	–	–	0.07%	82
2023 Q4	$447K	Hold	5,266	–	–	0.07%	82
2023 Q3	$400K	Hold	5,266	–	–	0.07%	81
2023 Q2	$416K	Hold	5,266	–	–	0.07%	83
2023 Q1	$381K	Hold	5,266	–	–	0.07%	86
2022 Q4	$309K	Buy	+5,266	New	+$315K	0.06%	93

Other funds holding OTTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Opus Capital Group's OTTR Position: Q1 2026 in Review

Opus Capital Group held its Otter Tail (OTTR) position steady in Q1 2026 at 5,266 shares worth $462K. The position accounts for 0.05% of the portfolio, ranked #81.

Opus Capital Group first reported a position in OTTR in Q4 2022 and has held it in 14 quarters since. 346 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

Opus Capital Group held 5,266 shares of Otter Tail worth $462K as of Q1 2026.
Opus Capital Group left its Otter Tail share count unchanged in Q1 2026.
Otter Tail made up 0.05% of Opus Capital Group's portfolio in Q1 2026, its #81 holding.
Opus Capital Group first reported a position in Otter Tail in Q4 2022 and has held it in 14 quarters since.
346 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Opus Capital Group's 13F filing for Q1 2026, filed 30 Apr 2026.