Armstrong Advisory Group’s Otter Tail OTTR Stock Holding History

Armstrong Advisory 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 Q3	$146K	Hold	1,660	–	–	0.01%	291
2026 Q2	$149K	Hold	1,660	–	–	0.01%	295
2026 Q1	$146K	Hold	1,660	–	–	0.01%	269
2025 Q4	$134K	Hold	1,660	–	–	0.01%	267
2025 Q3	$136K	Hold	1,660	–	–	0.01%	258
2025 Q2	$128K	Buy	1,660 +800	+93%	+$62.5K	0.01%	257
2025 Q1	$63.5K	Hold	860	–	–	0.01%	338
2024 Q4	$63.5K	Sell	860 -820	-49%	-$64.2K	0.01%	338
2024 Q3	$131K	Hold	1,680	–	–	0.01%	231
2024 Q2	$147K	Hold	1,680	–	–	0.01%	216
2024 Q1	$143K	Hold	1,680	–	–	0.01%	209
2023 Q4	$143K	Sell	1,680 -180	-10%	-$13.9K	0.01%	209
2023 Q3	$141K	Buy	1,860 +40	+2%	+$3.28K	0.02%	198
2023 Q2	$144K	Buy	1,820 +820	+82%	+$61.6K	0.02%	203
2023 Q1	$72.3K	Hold	1,000	–	–	0.01%	273
2022 Q4	$58.7K	Buy	+1,000	New	+$59.9K	0.01%	299

Other funds holding OTTR

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Gabelli Funds Rye, New York $15.1B AUM 23.88% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Armstrong Advisory Group's OTTR Position: Q3 2026 in Review

Armstrong Advisory Group held its Otter Tail (OTTR) position steady in Q3 2026 at 1,660 shares worth $146K. The position accounts for 0.01% of the portfolio, ranked #291.

Armstrong Advisory Group first reported a position in OTTR in Q4 2022 and has held it in 16 quarters since. The position peaked at $149K in Q2 2026. 245 funds tracked by Wall St. Rank hold OTTR as of Q3 2026.

Armstrong Advisory Group held 1,660 shares of Otter Tail worth $146K as of Q3 2026.
Armstrong Advisory Group left its Otter Tail share count unchanged in Q3 2026.
Otter Tail made up 0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #291 holding.
Armstrong Advisory Group first reported a position in Otter Tail in Q4 2022 and has held it in 16 quarters since.
Armstrong Advisory Group's Otter Tail position peaked at $149K in Q2 2026.
245 funds tracked by Wall St. Rank held Otter Tail as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.