O'Shaughnessy Asset Management’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
Q2
$1.19M Buy
13,273
+1,677
+14% +$148K 0.01% 1163
2026
Q1
$1.02M Buy
11,596
+1,161
+11% +$100K 0.01% 1173
2025
Q4
$843K Buy
10,435
+1,300
+14% +$105K ﹤0.01% 1225
2025
Q3
$749K Buy
9,135
+861
+10% +$69.8K ﹤0.01% 1268
2025
Q2
$638K Buy
8,274
+957
+13% +$74.7K ﹤0.01% 1257
2025
Q1
$588K Buy
7,317
+3,645
+99% +$289K ﹤0.01% 1235
2024
Q4
$271K Buy
3,672
+256
+7% +$20K ﹤0.01% 1589
2024
Q3
$268K Sell
3,416
-160
-4% -$13.8K ﹤0.01% 1535
2024
Q2
$313K Buy
3,576
+457
+15% +$40K ﹤0.01% 1343
2024
Q1
$269K Buy
3,119
+697
+29% +$60.6K ﹤0.01% 1369
2023
Q4
$206K Buy
+2,422
New +$187K ﹤0.01% 1397
2017
Q2
Sell
-2,587
Closed -$98K 950
2017
Q1
$98K Hold
2,587
﹤0.01% 625
2016
Q4
$106K Hold
2,587
﹤0.01% 631
2016
Q3
$89K Buy
+2,587
New +$89.4K ﹤0.01% 629
2014
Q3
Sell
-1,392
Closed -$42K 1038
2014
Q2
$42K Sell
1,392
-209
-13% -$6.08K ﹤0.01% 638
2014
Q1
$49K Sell
1,601
-29
-2% -$855 ﹤0.01% 633
2013
Q4
$48K Buy
1,630
+502
+45% +$14.6K ﹤0.01% 630
2013
Q3
$31K Buy
1,128
+1,107
+5,271% +$31.9K ﹤0.01% 642
2013
Q2
$1K Buy
+21
New +$619 ﹤0.01% 897

Other funds holding OTTR

O'Shaughnessy Asset Management's OTTR Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its Otter Tail (OTTR) stake by 14% in Q2 2026, buying an estimated $148K and bringing the position to 13,273 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #1163.

O'Shaughnessy Asset Management first reported a position in OTTR in Q2 2013 and has held it in 19 quarters since. 360 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • O'Shaughnessy Asset Management held 13,273 shares of Otter Tail worth $1.19M as of Q2 2026.
  • O'Shaughnessy Asset Management bought 1,677 Otter Tail shares in Q2 2026, an estimated $148K.
  • Otter Tail made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1163 holding.
  • O'Shaughnessy Asset Management first reported a position in Otter Tail in Q2 2013 and has held it in 19 quarters since.
  • 360 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.