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Savant Capital’s Otter Tail OTTR Stock Holding History

Savant Capital’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 		$465K Buy
5,237
+2,619
+100% +$231K ﹤0.01% 1267
2026
Q1 		$230K Buy
2,618
+68
+3% +$5.88K ﹤0.01% 1326
2025
Q4 		$206K Sell
2,550
-1,368
-35% -$111K ﹤0.01% 1282
2025
Q3 		$321K Buy
3,918
+207
+6% +$16.8K ﹤0.01% 995
2025
Q2 		$286K Sell
3,711
-990
-21% -$77.3K ﹤0.01% 974
2025
Q1 		$378K Buy
4,701
+34
+0.7% +$2.69K ﹤0.01% 753
2024
Q4 		$345K Sell
4,667
-1,425
-23% -$112K ﹤0.01% 1040
2024
Q3 		$476K Sell
6,092
-1,069
-15% -$92.5K ﹤0.01% 885
2024
Q2 		$627K Buy
+7,161
New +$627K 0.01% 722

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

Savant Capital's OTTR Position: Q2 2026 in Review

Savant Capital increased its Otter Tail (OTTR) stake by 100% in Q2 2026, buying an estimated $231K and bringing the position to 5,237 shares worth $465K. The position accounts for ﹤0.01% of the portfolio, ranked #1267.

Savant Capital first reported a position in OTTR in Q2 2024 and has held it in 9 quarters since. The position peaked at $627K in Q2 2024. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Savant Capital held 5,237 shares of Otter Tail worth $465K as of Q2 2026.
  • Savant Capital bought 2,619 Otter Tail shares in Q2 2026, an estimated $231K.
  • Otter Tail made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1267 holding.
  • Savant Capital first reported a position in Otter Tail in Q2 2024 and has held it in 9 quarters since.
  • Savant Capital's Otter Tail position peaked at $627K in Q2 2024.
  • 359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.