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Vest Financial’s Otter Tail OTTR Stock Holding History

Vest Financial’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 		$3.83M Buy
42,523
+1,469
+4% +$130K 0.04% 288
2026
Q1 		$3.6M Sell
41,054
-13,422
-25% -$1.16M 0.04% 276
2025
Q4 		$4.4M Sell
54,476
-10,925
-17% -$885K 0.06% 236
2025
Q3 		$5.36M Buy
65,401
+24,185
+59% +$1.96M 0.07% 179
2025
Q2 		$3.18M Buy
41,216
+11,217
+37% +$876K 0.05% 230
2025
Q1 		$2.41M Buy
+29,999
New +$2.38M 0.04% 223

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

Vest Financial's OTTR Position: Q2 2026 in Review

Vest Financial increased its Otter Tail (OTTR) stake by 3.6% in Q2 2026, buying an estimated $130K and bringing the position to 42,523 shares worth $3.83M. The position accounts for 0.04% of the portfolio, ranked #288.

Vest Financial first reported a position in OTTR in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.36M in Q3 2025. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Vest Financial held 42,523 shares of Otter Tail worth $3.83M as of Q2 2026.
  • Vest Financial bought 1,469 Otter Tail shares in Q2 2026, an estimated $130K.
  • Otter Tail made up 0.04% of Vest Financial's portfolio in Q2 2026, its #288 holding.
  • Vest Financial first reported a position in Otter Tail in Q1 2025 and has held it in 6 quarters since.
  • Vest Financial's Otter Tail position peaked at $5.36M in Q3 2025.
  • 359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.