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Royce & Associates’s Otter Tail OTTR Stock Holding History

Royce & Associates’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 		$2.85M Buy
31,715
+180
+0.6% +$15.9K 0.02% 566
2026
Q1 		$2.77M Sell
31,535
-193
-0.6% -$16.7K 0.03% 544
2025
Q4 		$2.56M Sell
31,728
-212
-0.7% -$17.2K 0.03% 563
2025
Q3 		$2.62M Buy
31,940
+180
+0.6% +$14.6K 0.03% 562
2025
Q2 		$2.45M Buy
31,760
+1,389
+5% +$108K 0.03% 573
2025
Q1 		$2.44M Buy
30,371
+1,816
+6% +$144K 0.03% 561
2024
Q4 		$2.11M Buy
28,555
+2,751
+11% +$215K 0.02% 622
2024
Q3 		$2.02M Buy
25,804
+2,698
+12% +$234K 0.02% 621
2024
Q2 		$2.02M Sell
23,106
-149
-0.6% -$13K 0.02% 613
2024
Q1 		$2.01M Sell
23,255
-1,133
-5% -$98.5K 0.02% 630
2023
Q4 		$2.07M Buy
24,388
+8,693
+55% +$671K 0.02% 641
2023
Q3 		$1.19M Buy
15,695
+7,658
+95% +$629K 0.01% 719
2023
Q2 		$635K Buy
+8,037
New +$603K 0.01% 807
2019
Q4 		– Sell
-1,143
Closed -$61K – 1162
2019
Q3 		$61K Buy
1,143
+404
+55% +$21.1K ﹤0.01% 1030
2019
Q2 		$39K Sell
739
-58
-7% -$2.95K ﹤0.01% 1051
2019
Q1 		$40K Buy
797
+190
+31% +$9.33K ﹤0.01% 1058
2018
Q4 		$30K Sell
607
-128
-17% -$6.11K ﹤0.01% 1051
2018
Q3 		$35K Buy
735
+257
+54% +$12.4K ﹤0.01% 1078
2018
Q2 		$23K Buy
478
+180
+60% +$8.11K ﹤0.01% 1108
2018
Q1 		$13K Buy
+298
New +$12.5K ﹤0.01% 1138

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 $3.37T AUM 44.26% 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

Royce & Associates's OTTR Position: Q2 2026 in Review

Royce & Associates increased its Otter Tail (OTTR) stake by 0.57% in Q2 2026, buying an estimated $15.9K and bringing the position to 31,715 shares worth $2.85M. The position accounts for 0.02% of the portfolio, ranked #566.

Royce & Associates first reported a position in OTTR in Q1 2018 and has held it in 20 quarters since. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Royce & Associates held 31,715 shares of Otter Tail worth $2.85M as of Q2 2026.
  • Royce & Associates bought 180 Otter Tail shares in Q2 2026, an estimated $15.9K.
  • Otter Tail made up 0.02% of Royce & Associates's portfolio in Q2 2026, its #566 holding.
  • Royce & Associates first reported a position in Otter Tail in Q1 2018 and has held it in 20 quarters since.
  • 359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

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