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United Services Automobile Association’s Otter Tail OTTR Stock Holding History

United Services Automobile Association’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
2025
Q2 		– Sell
-2,765
Closed -$223K – 732
2025
Q1 		$223K Buy
+2,765
New +$219K 0.01% 964
2019
Q3 		– Sell
-5,878
Closed -$310K – 1338
2019
Q2 		$310K Hold
5,878
– – ﹤0.01% 1859
2019
Q1 		$293K Sell
5,878
-4,457
-43% -$219K ﹤0.01% 1908
2018
Q4 		$513K Buy
10,335
+1,041
+11% +$49.7K ﹤0.01% 1550
2018
Q3 		$445K Buy
9,294
+3,416
+58% +$165K ﹤0.01% 1733
2018
Q2 		$280K Hold
5,878
– – ﹤0.01% 1965
2018
Q1 		$255K Buy
+5,878
New +$246K ﹤0.01% 1974

Other funds holding OTTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

United Services Automobile Association's OTTR Position: Q2 2025 in Review

United Services Automobile Association sold out of Otter Tail (OTTR) in Q2 2025, closing a stake of 2,765 shares — an estimated $223K sold.

United Services Automobile Association first reported a position in OTTR in Q1 2018 and held it in 7 quarters. The position peaked at $513K in Q4 2018. 345 funds tracked by Wall St. Rank hold OTTR as of Q2 2025.

  • United Services Automobile Association reported no remaining Otter Tail position as of Q2 2025 after selling out during the quarter.
  • United Services Automobile Association sold 2,765 Otter Tail shares in Q2 2025, an estimated $223K.
  • United Services Automobile Association first reported a position in Otter Tail in Q1 2018 and held it in 7 quarters.
  • United Services Automobile Association's Otter Tail position peaked at $513K in Q4 2018.
  • 345 funds tracked by Wall St. Rank held Otter Tail as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.