Rothwell Investment Advisors, LLC’s Otter Tail OTTR Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$67.7K	Buy	+769	New	+$69.7K	0.04%	359

Other funds holding OTTR

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

BTC

Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

Rothwell Investment Advisors, LLC's OTTR Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Otter Tail (OTTR) in Q3 2026: 769 shares worth $67.7K. The stake represents 0.04% of the portfolio and ranks #359 among its holdings.

163 funds tracked by Wall St. Rank hold OTTR as of Q3 2026.

Rothwell Investment Advisors, LLC held 769 shares of Otter Tail worth $67.7K as of Q3 2026.
Otter Tail was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Otter Tail made up 0.04% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #359 holding.
163 funds tracked by Wall St. Rank held Otter Tail as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.