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&Partners’s Otter Tail OTTR Stock Holding History

&Partners’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 		$242K Sell
2,754
-54
-2% -$4.67K ﹤0.01% 2129
2025
Q4 		$227K Buy
2,808
+3
+0.1% +$243 ﹤0.01% 2076
2025
Q3 		$230K Buy
2,805
+153
+6% +$12.4K ﹤0.01% 1893
2025
Q2 		$204K Sell
2,652
-47
-2% -$3.67K ﹤0.01% 1826
2025
Q1 		$218K Buy
+2,699
New +$214K ﹤0.01% 1590
2024
Q4 		– Sell
-2,655
Closed -$208K – 1665
2024
Q3 		$208K Buy
+2,655
New +$230K ﹤0.01% 1288

Other funds holding OTTR

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

&Partners's OTTR Position: Q1 2026 in Review

&Partners reduced its Otter Tail (OTTR) stake by 1.9% in Q1 2026, selling an estimated $4.67K and leaving 2,754 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #2129.

&Partners first reported a position in OTTR in Q3 2024 and has held it in 6 quarters since. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

  • &Partners held 2,754 shares of Otter Tail worth $242K as of Q1 2026.
  • &Partners sold 54 Otter Tail shares in Q1 2026, an estimated $4.67K.
  • Otter Tail made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #2129 holding.
  • &Partners first reported a position in Otter Tail in Q3 2024 and has held it in 6 quarters since.
  • 344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.