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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

UBS Group's OTTR Position: Q1 2026 in Review

UBS Group increased its Otter Tail (OTTR) stake by 64% in Q1 2026, buying an estimated $5.27M and bringing the position to 156,553 shares worth $13.7M. The position accounts for ﹤0.01% of the portfolio, ranked #3005.

UBS Group first reported a position in OTTR in Q4 2014 and has held it in 46 quarters since. The position peaked at $19.4M in Q4 2024. 346 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

UBS Group held 156,553 shares of Otter Tail worth $13.7M as of Q1 2026.
UBS Group bought 60,965 Otter Tail shares in Q1 2026, an estimated $5.27M.
Otter Tail made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3005 holding.
UBS Group first reported a position in Otter Tail in Q4 2014 and has held it in 46 quarters since.
UBS Group's Otter Tail position peaked at $19.4M in Q4 2024.
346 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.