Yousif Capital Management’s Otter Tail OTTR Stock Holding History

Yousif 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	$1M	Buy	11,162 +27	+0.2%	+$2.38K	0.01%	1059
2026 Q1	$977K	Sell	11,135 -123	-1%	-$10.6K	0.01%	1074
2025 Q4	$984K	Sell	11,258 -2,092	-16%	-$169K	0.01%	1090
2025 Q3	$1.09M	Sell	13,350 -2,198	-14%	-$178K	0.01%	1050
2025 Q2	$1.2M	Sell	15,548 -49	-0.3%	-$3.83K	0.01%	1035
2025 Q1	$1.25M	Sell	15,597 -253	-2%	-$20K	0.01%	973
2024 Q4	$1.17M	Sell	15,850 -424	-3%	-$33.2K	0.01%	1059
2024 Q3	$1.27M	Sell	16,274 -540	-3%	-$46.7K	0.01%	1030
2024 Q2	$1.47M	Sell	16,814 -2,081	-11%	-$182K	0.02%	914
2024 Q1	$1.63M	Sell	18,895 -2,475	-12%	-$215K	0.02%	915
2023 Q4	$1.82M	Buy	21,370 +743	+4%	+$57.4K	0.02%	869
2023 Q3	$1.57M	Sell	20,627 -1,398	-6%	-$115K	0.02%	888
2023 Q2	$1.74M	Sell	22,025 -1,372	-6%	-$103K	0.02%	850
2023 Q1	$1.69M	Buy	+23,397	New	+$1.55M	0.02%	863

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

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

Yousif Capital Management increased its Otter Tail (OTTR) stake by 0.24% in Q2 2026, buying an estimated $2.38K and bringing the position to 11,162 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #1059.

Yousif Capital Management first reported a position in OTTR in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.82M in Q4 2023. 44 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Yousif Capital Management held 11,162 shares of Otter Tail worth $1M as of Q2 2026.
Yousif Capital Management bought 27 Otter Tail shares in Q2 2026, an estimated $2.38K.
Otter Tail made up 0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1059 holding.
Yousif Capital Management first reported a position in Otter Tail in Q1 2023 and has held it in 14 quarters since.
Yousif Capital Management's Otter Tail position peaked at $1.82M in Q4 2023.
44 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.