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 Q2	$474K	Hold	5,266	–	–	0.05%	87
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Opus Capital Group's OTTR Position: Q2 2026 in Review

Opus Capital Group held its Otter Tail (OTTR) position steady in Q2 2026 at 5,266 shares worth $474K. The position accounts for 0.05% of the portfolio, ranked #87.

Opus Capital Group first reported a position in OTTR in Q4 2022 and has held it in 15 quarters since. 361 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Opus Capital Group held 5,266 shares of Otter Tail worth $474K as of Q2 2026.
Opus Capital Group left its Otter Tail share count unchanged in Q2 2026.
Otter Tail made up 0.05% of Opus Capital Group's portfolio in Q2 2026, its #87 holding.
Opus Capital Group first reported a position in Otter Tail in Q4 2022 and has held it in 15 quarters since.
361 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Opus Capital Group's 13F filing for Q2 2026, filed 31 Jul 2026.