Vista Investment Partners’s Otter Tail OTTR Stock Holding History

Vista Investment Partners’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 Q3	$779K	Sell	8,847 -939	-10%	-$85.1K	0.2%	91
2026 Q2	$881K	Sell	9,786 -1	-0%	-$88	0.22%	90
2026 Q1	$859K	Hold	9,787	–	–	0.23%	90
2025 Q4	$791K	Sell	9,787 -11	-0.1%	-$891	0.21%	98
2025 Q3	$803K	Sell	9,798 -14	-0.1%	-$1.14K	0.22%	91
2025 Q2	$756K	Sell	9,812 -87	-0.9%	-$6.79K	0.22%	91
2025 Q1	$796K	Sell	9,899 -605	-6%	-$47.9K	0.24%	87
2024 Q4	$776K	Hold	10,504	–	–	0.24%	84
2024 Q3	$821K	Sell	10,504 -2,112	-17%	-$183K	0.26%	80
2024 Q2	$1.11M	Buy	12,616 +16	+0.1%	+$1.4K	0.37%	73
2024 Q1	$1.09M	Buy	12,600 +1,993	+19%	+$173K	0.37%	73
2023 Q4	$901K	Buy	+10,607	New	+$819K	0.33%	74

Other funds holding OTTR

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

BTC

Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

WFL

Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Vista Investment Partners's OTTR Position: Q3 2026 in Review

Vista Investment Partners reduced its Otter Tail (OTTR) stake by 9.6% in Q3 2026, selling an estimated $85.1K and leaving 8,847 shares worth $779K. The position accounts for 0.2% of the portfolio, ranked #91.

Vista Investment Partners first reported a position in OTTR in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.11M in Q2 2024. 35 funds tracked by Wall St. Rank hold OTTR as of Q3 2026.

Vista Investment Partners held 8,847 shares of Otter Tail worth $779K as of Q3 2026.
Vista Investment Partners sold 939 Otter Tail shares in Q3 2026, an estimated $85.1K.
Otter Tail made up 0.2% of Vista Investment Partners's portfolio in Q3 2026, its #91 holding.
Vista Investment Partners first reported a position in Otter Tail in Q4 2023 and has held it in 12 quarters since.
Vista Investment Partners's Otter Tail position peaked at $1.11M in Q2 2024.
35 funds tracked by Wall St. Rank held Otter Tail as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.