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Swiss Life Asset Management’s Otter Tail OTTR Stock Holding History

Swiss Life Asset 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 		$400K Buy
4,442
+386
+10% +$34.1K ﹤0.01% 1097
2026
Q1 		$356K Buy
4,056
+212
+6% +$18.3K ﹤0.01% 1035
2025
Q4 		$311K Buy
+3,844
New +$311K ﹤0.01% 1004

Other funds holding OTTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Swiss Life Asset Management's OTTR Position: Q2 2026 in Review

Swiss Life Asset Management increased its Otter Tail (OTTR) stake by 9.5% in Q2 2026, buying an estimated $34.1K and bringing the position to 4,442 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

Swiss Life Asset Management first reported a position in OTTR in Q4 2025 and has held it in 3 quarters since. 284 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Swiss Life Asset Management held 4,442 shares of Otter Tail worth $400K as of Q2 2026.
  • Swiss Life Asset Management bought 386 Otter Tail shares in Q2 2026, an estimated $34.1K.
  • Otter Tail made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #1097 holding.
  • Swiss Life Asset Management first reported a position in Otter Tail in Q4 2025 and has held it in 3 quarters since.
  • 284 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.