UFF
OTTR icon

USA Financial Formulas’s Otter Tail OTTR Stock Holding History

USA Financial Formulas’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 		$78.3K Buy
870
+60
+7% +$5.3K 0.01% 215
2026
Q1 		$71.1K Sell
810
-566
-41% -$49K 0.01% 195
2025
Q4 		$111K Buy
1,376
+240
+21% +$19.4K 0.02% 192
2025
Q3 		$93.1K Sell
1,136
-5
-0.4% -$405 0.02% 204
2025
Q2 		$88K Sell
1,141
-61
-5% -$4.76K 0.02% 181
2025
Q1 		$96.6K Buy
1,202
+419
+54% +$33.2K 0.02% 175
2024
Q4 		$57.8K Sell
783
-49
-6% -$3.84K 0.01% 231
2024
Q3 		$65K Sell
832
-135
-14% -$11.7K 0.01% 205
2024
Q2 		$84.7K Buy
+967
New +$84.7K 0.01% 192
2022
Q2 		– Sell
-27
Closed -$2K – 415
2022
Q1 		$2K Buy
+27
New +$1.69K ﹤0.01% 247
2021
Q4 		– Sell
-30
Closed -$2K – 469
2021
Q3 		$2K Buy
+30
New +$1.59K ﹤0.01% 325

Other funds holding OTTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

USA Financial Formulas's OTTR Position: Q2 2026 in Review

USA Financial Formulas increased its Otter Tail (OTTR) stake by 7.4% in Q2 2026, buying an estimated $5.3K and bringing the position to 870 shares worth $78.3K. The position accounts for 0.01% of the portfolio, ranked #215.

USA Financial Formulas first reported a position in OTTR in Q3 2021 and has held it in 11 quarters since. The position peaked at $111K in Q4 2025. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • USA Financial Formulas held 870 shares of Otter Tail worth $78.3K as of Q2 2026.
  • USA Financial Formulas bought 60 Otter Tail shares in Q2 2026, an estimated $5.3K.
  • Otter Tail made up 0.01% of USA Financial Formulas's portfolio in Q2 2026, its #215 holding.
  • USA Financial Formulas first reported a position in Otter Tail in Q3 2021 and has held it in 11 quarters since.
  • USA Financial Formulas's Otter Tail position peaked at $111K in Q4 2025.
  • 359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.