Atlas Brown’s Otter Tail OTTR Stock Holding History

Atlas Brown’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	$307K	Hold	3,491	–	–	0.08%	190
2026 Q2	$314K	Hold	3,491	–	–	0.08%	192
2026 Q1	$306K	Hold	3,491	–	–	0.09%	179
2025 Q4	$282K	Hold	3,491	–	–	0.08%	190
2025 Q3	$286K	Hold	3,491	–	–	0.08%	186
2025 Q2	$269K	Hold	3,491	–	–	0.09%	186
2025 Q1	$281K	Hold	3,491	–	–	0.1%	172
2024 Q4	$258K	Hold	3,491	–	–	0.09%	182
2024 Q3	$273K	Hold	3,491	–	–	0.09%	177
2024 Q2	$306K	Hold	3,491	–	–	0.11%	163
2024 Q1	$302K	Hold	3,491	–	–	0.11%	160
2023 Q4	$297K	Hold	3,491	–	–	0.12%	146
2023 Q3	$265K	Buy	+3,491	New	+$287K	0.12%	150

Other funds holding OTTR

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

BTC

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

CIM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

WFL

Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

Atlas Brown's OTTR Position: Q3 2026 in Review

Atlas Brown held its Otter Tail (OTTR) position steady in Q3 2026 at 3,491 shares worth $307K. The position accounts for 0.08% of the portfolio, ranked #190.

Atlas Brown first reported a position in OTTR in Q3 2023 and has held it in 13 quarters since. The position peaked at $314K in Q2 2026. 26 funds tracked by Wall St. Rank hold OTTR as of Q3 2026.

Atlas Brown held 3,491 shares of Otter Tail worth $307K as of Q3 2026.
Atlas Brown left its Otter Tail share count unchanged in Q3 2026.
Otter Tail made up 0.08% of Atlas Brown's portfolio in Q3 2026, its #190 holding.
Atlas Brown first reported a position in Otter Tail in Q3 2023 and has held it in 13 quarters since.
Atlas Brown's Otter Tail position peaked at $314K in Q2 2026.
26 funds tracked by Wall St. Rank held Otter Tail as of Q3 2026.

Based on Atlas Brown's 13F filing for Q3 2026, filed 9 Oct 2026.