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Voleon Capital Management’s Otter Tail OTTR Stock Holding History

Voleon Capital Management’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 		$322K Sell
3,584
-5,450
-60% -$481K 0.01% 666
2026
Q1 		$793K Sell
9,034
-6,310
-41% -$546K 0.02% 483
2025
Q4 		$1.24M Buy
15,344
+2,931
+24% +$237K 0.03% 400
2025
Q3 		$1.02M Buy
+12,413
New +$1.01M 0.02% 443

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

Voleon Capital Management's OTTR Position: Q2 2026 in Review

Voleon Capital Management reduced its Otter Tail (OTTR) stake by 60% in Q2 2026, selling an estimated $481K and leaving 3,584 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #666.

Voleon Capital Management first reported a position in OTTR in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.24M in Q4 2025. 361 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Voleon Capital Management held 3,584 shares of Otter Tail worth $322K as of Q2 2026.
  • Voleon Capital Management sold 5,450 Otter Tail shares in Q2 2026, an estimated $481K.
  • Otter Tail made up 0.01% of Voleon Capital Management's portfolio in Q2 2026, its #666 holding.
  • Voleon Capital Management first reported a position in Otter Tail in Q3 2025 and has held it in 4 quarters since.
  • Voleon Capital Management's Otter Tail position peaked at $1.24M in Q4 2025.
  • 361 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Voleon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.