Steve Schonfeld’s Otter Tail OTTR Stock Holding History

Steve Schonfeld’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	$1.22M	Buy	+13,612	New	+$1.2M	﹤0.01%	1354
2025 Q4	–	Sell	-62,966	Closed	-$5.16M	–	2443
2025 Q3	$5.16M	Buy	62,966 +2,579	+4%	+$209K	0.03%	577
2025 Q2	$4.66M	Sell	60,387 -10,579	-15%	-$826K	0.03%	590
2025 Q1	$5.7M	Buy	70,966 +41,239	+139%	+$3.27M	0.03%	486
2024 Q4	$2.2M	Sell	29,727 -766	-3%	-$60K	0.01%	794
2024 Q3	$2.38M	Buy	30,493 +24,373	+398%	+$2.11M	0.02%	811
2024 Q2	$536K	Sell	6,120 -8,102	-57%	-$709K	﹤0.01%	1453
2024 Q1	$1.23M	Buy	+14,222	New	+$1.24M	0.01%	1153
2023 Q1	–	Sell	-14,400	Closed	-$845K	–	2498
2022 Q4	$845K	Buy	+14,400	New	+$863K	0.01%	1240
2019 Q2	–	Sell	-21,900	Closed	-$1.09M	–	1189
2019 Q1	$1.09M	Buy	+21,900	New	+$1.08M	0.04%	482

Other funds holding OTTR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Steve Schonfeld's OTTR Position: Q2 2026 in Review

Steve Schonfeld opened a new position in Otter Tail (OTTR) in Q2 2026: 13,612 shares worth $1.22M. The stake represents ﹤0.01% of the portfolio and ranks #1354 among its holdings. This is a return to the name: Steve Schonfeld previously reported a position in OTTR as recently as Q3 2025.

Steve Schonfeld first reported a position in OTTR in Q1 2019 and has held it in 10 quarters since. The position peaked at $5.7M in Q1 2025. 358 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Steve Schonfeld held 13,612 shares of Otter Tail worth $1.22M as of Q2 2026.
Otter Tail was a new Steve Schonfeld position in Q2 2026.
Otter Tail made up ﹤0.01% of Steve Schonfeld's portfolio in Q2 2026, its #1354 holding.
Steve Schonfeld first reported a position in Otter Tail in Q1 2019 and has held it in 10 quarters since.
Steve Schonfeld's Otter Tail position peaked at $5.7M in Q1 2025.
358 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.