Voloridge Investment Management’s Otter Tail OTTR Stock Holding History

Voloridge Investment 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	$2.08M	Sell	23,067 -67,372	-74%	-$5.95M	0.01%	647
2026 Q1	$7.94M	Sell	90,439 -21,582	-19%	-$1.87M	0.03%	561
2025 Q4	$9.05M	Sell	112,021 -2,846	-2%	-$231K	0.03%	611
2025 Q3	$9.42M	Buy	114,867 +6,958	+6%	+$564K	0.03%	558
2025 Q2	$8.32M	Buy	107,909 +9,410	+10%	+$735K	0.03%	601
2025 Q1	$7.92M	Buy	98,499 +21,639	+28%	+$1.71M	0.03%	634
2024 Q4	$5.68M	Buy	+76,860	New	+$6.02M	0.02%	742
2022 Q4	–	Sell	-3,540	Closed	-$218K	–	1585
2022 Q3	$218K	Buy	+3,540	New	+$255K	﹤0.01%	1353

Other funds holding OTTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Voloridge Investment Management's OTTR Position: Q2 2026 in Review

Voloridge Investment Management reduced its Otter Tail (OTTR) stake by 74% in Q2 2026, selling an estimated $5.95M and leaving 23,067 shares worth $2.08M. The position accounts for 0.01% of the portfolio, ranked #647.

Voloridge Investment Management first reported a position in OTTR in Q3 2022 and has held it in 8 quarters since. The position peaked at $9.42M in Q3 2025. 363 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Voloridge Investment Management held 23,067 shares of Otter Tail worth $2.08M as of Q2 2026.
Voloridge Investment Management sold 67,372 Otter Tail shares in Q2 2026, an estimated $5.95M.
Otter Tail made up 0.01% of Voloridge Investment Management's portfolio in Q2 2026, its #647 holding.
Voloridge Investment Management first reported a position in Otter Tail in Q3 2022 and has held it in 8 quarters since.
Voloridge Investment Management's Otter Tail position peaked at $9.42M in Q3 2025.
363 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

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