Universal-Beteiligungs- und Servicegesellschaft’s Otter Tail OTTR Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$6.8M	Sell	75,539 -116	-0.2%	-$10.2K	0.01%	810
2026 Q1	$6.64M	Buy	75,655 +19,420	+35%	+$1.68M	0.01%	760
2025 Q4	$4.55M	Buy	56,235 +49,891	+786%	+$4.04M	0.01%	918
2025 Q3	$520K	Buy	6,344 +1,954	+45%	+$158K	﹤0.01%	1738
2025 Q2	$338K	Hold	4,390	–	–	﹤0.01%	1792
2025 Q1	$353K	Buy	+4,390	New	+$348K	﹤0.01%	1744

Other funds holding OTTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's OTTR Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Otter Tail (OTTR) stake by 0.15% in Q2 2026, selling an estimated $10.2K and leaving 75,539 shares worth $6.8M. The position accounts for 0.01% of the portfolio, ranked #810.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in OTTR in Q1 2025 and has held it in 6 quarters since. 244 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 75,539 shares of Otter Tail worth $6.8M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft sold 116 Otter Tail shares in Q2 2026, an estimated $10.2K.
Otter Tail made up 0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #810 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Otter Tail in Q1 2025 and has held it in 6 quarters since.
244 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.