UBS Group’s Otter Tail OTTR Stock Holding History

UBS Group’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
2015 Q1	–	Sell	-100	Closed	-$3K	–	9197
2014 Q4	$3K	Buy	+100	New	+$2.95K	﹤0.01%	9253

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

UBS Group's OTTR Position: Q2 2026 in Review

UBS Group reduced its Otter Tail (OTTR) stake by 13% in Q2 2026, selling an estimated $1.84M and leaving 135,671 shares worth $12.2M. The position accounts for ﹤0.01% of the portfolio, ranked #3228.

UBS Group first reported a position in OTTR in Q4 2014 and has held it in 47 quarters since. The position peaked at $19.4M in Q4 2024. 362 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

UBS Group held 135,671 shares of Otter Tail worth $12.2M as of Q2 2026.
UBS Group sold 20,882 Otter Tail shares in Q2 2026, an estimated $1.84M.
Otter Tail made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3228 holding.
UBS Group first reported a position in Otter Tail in Q4 2014 and has held it in 47 quarters since.
UBS Group's Otter Tail position peaked at $19.4M in Q4 2024.
362 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.