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OTTR icon

SignatureFD’s Otter Tail OTTR Stock Holding History

SignatureFD’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 		$97.9K Buy
1,115
+1,000
+870% +$86.5K ﹤0.01% 1360
2025
Q4 		$9.29K Hold
115
– – ﹤0.01% 2464
2025
Q3 		$9.43K Hold
115
– – ﹤0.01% 2426
2025
Q2 		$8.87K Sell
115
-6
-5% -$468 ﹤0.01% 2392
2025
Q1 		$9.72K Buy
121
+6
+5% +$475 ﹤0.01% 2370
2024
Q4 		$8.49K Buy
115
+5
+5% +$392 ﹤0.01% 2425
2024
Q3 		$8.6K Hold
110
– – ﹤0.01% 2387
2024
Q2 		$9.63K Hold
110
– – ﹤0.01% 2279
2024
Q1 		$9.5K Hold
110
– – ﹤0.01% 2319
2023
Q4 		$9.35K Hold
110
– – ﹤0.01% 2288
2023
Q3 		$8.35K Hold
110
– – ﹤0.01% 2305
2023
Q2 		$8.69K Hold
110
– – ﹤0.01% 2298
2023
Q1 		$7.95K Hold
110
– – ﹤0.01% 2309
2022
Q4 		$6.46K Sell
110
-446
-80% -$26.7K ﹤0.01% 2335
2022
Q3 		$34K Buy
556
+8
+1% +$577 ﹤0.01% 1477
2022
Q2 		$37K Sell
548
-183
-25% -$11.6K ﹤0.01% 1457
2022
Q1 		$46K Buy
731
+290
+66% +$18.2K ﹤0.01% 1420
2021
Q4 		$31K Buy
441
+108
+32% +$6.97K ﹤0.01% 1573
2021
Q3 		$19K Buy
333
+245
+278% +$13K ﹤0.01% 1785
2021
Q2 		$4K Hold
88
– – ﹤0.01% 2370
2021
Q1 		$4K Sell
88
-7
-7% -$299 ﹤0.01% 2266
2020
Q4 		$4K Buy
95
+48
+102% +$1.96K ﹤0.01% 2044
2020
Q3 		$2K Sell
47
-96
-67% -$3.69K ﹤0.01% 2254
2020
Q2 		$6K Buy
+143
New +$6.02K ﹤0.01% 1744

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

SignatureFD's OTTR Position: Q1 2026 in Review

SignatureFD increased its Otter Tail (OTTR) stake by 870% in Q1 2026, buying an estimated $86.5K and bringing the position to 1,115 shares worth $97.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

SignatureFD first reported a position in OTTR in Q2 2020 and has held it in 24 quarters since. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

  • SignatureFD held 1,115 shares of Otter Tail worth $97.9K as of Q1 2026.
  • SignatureFD bought 1,000 Otter Tail shares in Q1 2026, an estimated $86.5K.
  • Otter Tail made up ﹤0.01% of SignatureFD's portfolio in Q1 2026, its #1360 holding.
  • SignatureFD first reported a position in Otter Tail in Q2 2020 and has held it in 24 quarters since.
  • 344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.