WG
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Winton Group’s Otter Tail OTTR Stock Holding History

Winton Group’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 		$1.79M Buy
19,946
+5,325
+36% +$470K 0.06% 315
2026
Q1 		$1.28M Buy
14,621
+67
+0.5% +$5.8K 0.05% 450
2025
Q4 		$1.18M Buy
14,554
+155
+1% +$12.6K 0.04% 427
2025
Q3 		$1.18M Buy
14,399
+36
+0.3% +$2.92K 0.04% 394
2025
Q2 		$1.11M Sell
14,363
-17
-0.1% -$1.33K 0.06% 397
2025
Q1 		$1.16M Buy
14,380
+405
+3% +$32.1K 0.07% 291
2024
Q4 		$1.03M Buy
13,975
+466
+3% +$36.5K 0.07% 348
2024
Q3 		$1.06M Buy
13,509
+9,586
+244% +$830K 0.07% 287
2024
Q2 		$344K Buy
3,923
+747
+24% +$65.4K 0.02% 470
2024
Q1 		$274K Sell
3,176
-901
-22% -$78.3K 0.02% 535
2023
Q4 		$346K Buy
4,077
+275
+7% +$21.2K 0.03% 494
2023
Q3 		$289K Sell
3,802
-1,391
-27% -$114K 0.02% 564
2023
Q2 		$410K Sell
5,193
-9,649
-65% -$725K 0.03% 406
2023
Q1 		$1.07M Buy
+14,842
New +$986K 0.07% 423
2022
Q3 		– Sell
-3,762
Closed -$253K – 1049
2022
Q2 		$253K Buy
3,762
+258
+7% +$16.4K 0.01% 852
2022
Q1 		$219K Buy
+3,504
New +$220K 0.01% 890
2020
Q2 		– Sell
-8,337
Closed -$371K – 1551
2020
Q1 		$371K Sell
8,337
-4,466
-35% -$223K 0.01% 1111
2019
Q4 		$657K Buy
+12,803
New +$664K 0.01% 1165
2019
Q1 		– Sell
-8,799
Closed -$437K – 1152
2018
Q4 		$437K Sell
8,799
-5,657
-39% -$270K 0.01% 536
2018
Q3 		$692K Buy
14,456
+2,237
+18% +$108K 0.01% 509
2018
Q2 		$582K Sell
12,219
-3,260
-21% -$147K 0.01% 596
2018
Q1 		$671K Buy
+15,479
New +$648K 0.02% 652

Other funds holding OTTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Winton Group's OTTR Position: Q2 2026 in Review

Winton Group increased its Otter Tail (OTTR) stake by 36% in Q2 2026, buying an estimated $470K and bringing the position to 19,946 shares worth $1.79M. The position accounts for 0.06% of the portfolio, ranked #315.

Winton Group first reported a position in OTTR in Q1 2018 and has held it in 22 quarters since. 284 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Winton Group held 19,946 shares of Otter Tail worth $1.79M as of Q2 2026.
  • Winton Group bought 5,325 Otter Tail shares in Q2 2026, an estimated $470K.
  • Otter Tail made up 0.06% of Winton Group's portfolio in Q2 2026, its #315 holding.
  • Winton Group first reported a position in Otter Tail in Q1 2018 and has held it in 22 quarters since.
  • 284 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.