Ray Dalio
OTTR icon

Ray Dalio’s Otter Tail OTTR Stock Holding History

Ray Dalio’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 		$769K Sell
8,549
-6,652
-44% -$588K ﹤0.01% 875
2026
Q1 		$1.33M Buy
+15,201
New +$1.32M 0.01% 737
2025
Q4 		– Sell
-6,406
Closed -$525K – 1150
2025
Q3 		$525K Buy
+6,406
New +$520K ﹤0.01% 921
2025
Q2 		– Sell
-2,526
Closed -$203K – 696
2025
Q1 		$203K Buy
+2,526
New +$200K ﹤0.01% 650
2024
Q3 		– Sell
-4,310
Closed -$378K – 881
2024
Q2 		$378K Buy
+4,310
New +$377K ﹤0.01% 790

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 $3.38T AUM 44.17% 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

Ray Dalio's OTTR Position: Q2 2026 in Review

Ray Dalio reduced its Otter Tail (OTTR) stake by 44% in Q2 2026, selling an estimated $588K and leaving 8,549 shares worth $769K. The position accounts for ﹤0.01% of the portfolio, ranked #875.

Ray Dalio first reported a position in OTTR in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.33M in Q1 2026. 363 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Ray Dalio held 8,549 shares of Otter Tail worth $769K as of Q2 2026.
  • Ray Dalio sold 6,652 Otter Tail shares in Q2 2026, an estimated $588K.
  • Otter Tail made up ﹤0.01% of Ray Dalio's portfolio in Q2 2026, its #875 holding.
  • Ray Dalio first reported a position in Otter Tail in Q2 2024 and has held it in 5 quarters since.
  • Ray Dalio's Otter Tail position peaked at $1.33M in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.