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 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 New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

Ray Dalio's OTTR Position: Q1 2026 in Review

Ray Dalio opened a new position in Otter Tail (OTTR) in Q1 2026: 15,201 shares worth $1.33M. The stake represents 0.01% of the portfolio and ranks #737 among its holdings. This is a return to the name: Ray Dalio previously reported a position in OTTR as recently as Q3 2025.

Ray Dalio first reported a position in OTTR in Q2 2024 and has held it in 4 quarters since. 346 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

Ray Dalio held 15,201 shares of Otter Tail worth $1.33M as of Q1 2026.
Otter Tail was a new Ray Dalio position in Q1 2026.
Otter Tail made up 0.01% of Ray Dalio's portfolio in Q1 2026, its #737 holding.
Ray Dalio first reported a position in Otter Tail in Q2 2024 and has held it in 4 quarters since.
346 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.