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Xponance’s Otter Tail OTTR Stock Holding History

Xponance’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 		$349K Buy
3,876
+269
+7% +$23.8K ﹤0.01% 1314
2026
Q1 		$317K Buy
3,607
+577
+19% +$49.9K ﹤0.01% 1236
2025
Q4 		$245K Buy
3,030
+27
+0.9% +$2.19K ﹤0.01% 1286
2025
Q3 		$246K Buy
3,003
+33
+1% +$2.68K ﹤0.01% 1252
2025
Q2 		$229K Sell
2,970
-127
-4% -$9.91K ﹤0.01% 1268
2025
Q1 		$249K Buy
3,097
+151
+5% +$12K ﹤0.01% 1175
2024
Q4 		$218K Buy
2,946
+246
+9% +$19.3K ﹤0.01% 1262
2024
Q3 		$211K Buy
2,700
+87
+3% +$7.53K ﹤0.01% 1232
2024
Q2 		$229K Buy
2,613
+105
+4% +$9.19K ﹤0.01% 1138
2024
Q1 		$217K Buy
2,508
+17
+0.7% +$1.48K ﹤0.01% 1163
2023
Q4 		$212K Buy
+2,491
New +$192K ﹤0.01% 1143

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

Xponance's OTTR Position: Q2 2026 in Review

Xponance increased its Otter Tail (OTTR) stake by 7.5% in Q2 2026, buying an estimated $23.8K and bringing the position to 3,876 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

Xponance first reported a position in OTTR in Q4 2023 and has held it in 11 quarters since. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Xponance held 3,876 shares of Otter Tail worth $349K as of Q2 2026.
  • Xponance bought 269 Otter Tail shares in Q2 2026, an estimated $23.8K.
  • Otter Tail made up ﹤0.01% of Xponance's portfolio in Q2 2026, its #1314 holding.
  • Xponance first reported a position in Otter Tail in Q4 2023 and has held it in 11 quarters since.
  • 359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.