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Sterling Capital Management’s Otter Tail OTTR Stock Holding History

Sterling Capital Management’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 		$531K Sell
5,901
-431
-7% -$38.1K 0.01% 785
2026
Q1 		$556K Sell
6,332
-3,822
-38% -$331K 0.01% 730
2025
Q4 		$821K Sell
10,154
-398
-4% -$32.2K 0.01% 695
2025
Q3 		$865K Buy
10,552
+1,517
+17% +$123K 0.01% 683
2025
Q2 		$697K Buy
9,035
+562
+7% +$43.9K 0.01% 769
2025
Q1 		$681K Sell
8,473
-1,156
-12% -$91.5K 0.01% 718
2024
Q4 		$711K Buy
9,629
+642
+7% +$50.3K 0.01% 745
2024
Q3 		$702K Buy
+8,987
New +$778K 0.01% 710
2016
Q4 		– Sell
-16,222
Closed -$561K – 1000
2016
Q3 		$561K Sell
16,222
-46
-0.3% -$1.59K 0.01% 732
2016
Q2 		$545K Buy
+16,268
New +$489K 0.01% 723
2015
Q4 		– Sell
-15,472
Closed -$403K – 1020
2015
Q3 		$403K Buy
+15,472
New +$409K ﹤0.01% 821

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

Sterling Capital Management's OTTR Position: Q2 2026 in Review

Sterling Capital Management reduced its Otter Tail (OTTR) stake by 6.8% in Q2 2026, selling an estimated $38.1K and leaving 5,901 shares worth $531K. The position accounts for 0.01% of the portfolio, ranked #785.

Sterling Capital Management first reported a position in OTTR in Q3 2015 and has held it in 11 quarters since. The position peaked at $865K in Q3 2025. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Sterling Capital Management held 5,901 shares of Otter Tail worth $531K as of Q2 2026.
  • Sterling Capital Management sold 431 Otter Tail shares in Q2 2026, an estimated $38.1K.
  • Otter Tail made up 0.01% of Sterling Capital Management's portfolio in Q2 2026, its #785 holding.
  • Sterling Capital Management first reported a position in Otter Tail in Q3 2015 and has held it in 11 quarters since.
  • Sterling Capital Management's Otter Tail position peaked at $865K in Q3 2025.
  • 359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.