Tidal Investments’s Otter Tail OTTR Stock Holding History

Tidal Investments’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	$331K	Buy	+3,676	New	+$325K	﹤0.01%	2259
2025 Q3	–	Sell	-2,992	Closed	-$231K	–	2148
2025 Q2	$231K	Buy	+2,992	New	+$234K	﹤0.01%	1723
2024 Q2	–	Sell	-16,879	Closed	-$1.46M	–	1898
2024 Q1	$1.46M	Buy	16,879 +12,865	+321%	+$1.12M	0.02%	695
2023 Q4	$341K	Buy	+4,014	New	+$310K	0.01%	1118
2023 Q3	–	Sell	-2,730	Closed	-$216K	–	1357
2023 Q2	$216K	Sell	2,730 -3,840	-58%	-$288K	0.01%	1170
2023 Q1	$475K	Buy	+6,570	New	+$436K	0.02%	784

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

Tidal Investments's OTTR Position: Q2 2026 in Review

Tidal Investments opened a new position in Otter Tail (OTTR) in Q2 2026: 3,676 shares worth $331K. The stake represents ﹤0.01% of the portfolio and ranks #2259 among its holdings. This is a return to the name: Tidal Investments previously reported a position in OTTR as recently as Q2 2025.

Tidal Investments first reported a position in OTTR in Q1 2023 and has held it in 6 quarters since. The position peaked at $1.46M in Q1 2024. 362 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Tidal Investments held 3,676 shares of Otter Tail worth $331K as of Q2 2026.
Otter Tail was a new Tidal Investments position in Q2 2026.
Otter Tail made up ﹤0.01% of Tidal Investments's portfolio in Q2 2026, its #2259 holding.
Tidal Investments first reported a position in Otter Tail in Q1 2023 and has held it in 6 quarters since.
Tidal Investments's Otter Tail position peaked at $1.46M in Q1 2024.
362 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.