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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
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

BTC
Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Vista Investment Partners's OTTR Position: Q2 2026 in Review

Vista Investment Partners reduced its Otter Tail (OTTR) stake by 0.01% in Q2 2026, selling an estimated $88 and leaving 9,786 shares worth $881K. The position accounts for 0.22% of the portfolio, ranked #90.

Vista Investment Partners first reported a position in OTTR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.11M in Q2 2024. 72 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Vista Investment Partners held 9,786 shares of Otter Tail worth $881K as of Q2 2026.
  • Vista Investment Partners sold 1 Otter Tail share in Q2 2026, an estimated $88.
  • Otter Tail made up 0.22% of Vista Investment Partners's portfolio in Q2 2026, its #90 holding.
  • Vista Investment Partners first reported a position in Otter Tail in Q4 2023 and has held it in 11 quarters since.
  • Vista Investment Partners's Otter Tail position peaked at $1.11M in Q2 2024.
  • 72 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.