Carson Wealth (CWM LLC)
OTTR icon

Carson Wealth (CWM LLC)’s Otter Tail OTTR Stock Holding History

Carson Wealth (CWM 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
Q1 		$738K Sell
8,407
-36
-0.4% -$3.11K ﹤0.01% 1746
2025
Q4 		$682K Sell
8,443
-1,373
-14% -$111K ﹤0.01% 1728
2025
Q3 		$805K Sell
9,816
-602
-6% -$48.8K ﹤0.01% 1529
2025
Q2 		$803K Sell
10,418
-289
-3% -$22.6K ﹤0.01% 1370
2025
Q1 		$861K Sell
10,707
-1,275
-11% -$101K ﹤0.01% 1216
2024
Q4 		$885K Buy
11,982
+324
+3% +$25.4K ﹤0.01% 1146
2024
Q3 		$911K Sell
11,658
-586
-5% -$50.7K ﹤0.01% 1090
2024
Q2 		$1.07M Sell
12,244
-1,336
-10% -$117K 0.01% 854
2024
Q1 		$1.17M Sell
13,580
-1,601
-11% -$139K 0.01% 797
2023
Q4 		$1.29M Sell
15,181
-1,427
-9% -$110K 0.01% 703
2023
Q3 		$1.26M Sell
16,608
-3,696
-18% -$303K 0.01% 660
2023
Q2 		$1.6M Sell
20,304
-2,284
-10% -$172K 0.01% 572
2023
Q1 		$1.63M Sell
22,588
-485
-2% -$32.2K 0.01% 520
2022
Q4 		$1.35M Buy
23,073
+59
+0.3% +$3.53K 0.01% 535
2022
Q3 		$1.42M Sell
23,014
-1,947
-8% -$140K 0.01% 469
2022
Q2 		$1.68M Sell
24,961
-3,074
-11% -$195K 0.01% 429
2022
Q1 		$1.75M Sell
28,035
-5,710
-17% -$358K 0.01% 427
2021
Q4 		$2.41M Buy
+33,745
New +$2.18M 0.02% 396
2021
Q2 		$1.95M Hold
40,025
– – 0.02% 431
2021
Q1 		$1.95M Hold
40,025
– – 0.02% 431
2020
Q4 		$1.95M Hold
40,025
– – 0.02% 431
2020
Q3 		$1.95M Hold
40,025
– – 0.02% 431
2020
Q2 		$1.95M Hold
40,025
– – 0.02% 431
2020
Q1 		$1.95M Hold
40,025
– – 0.02% 431
2019
Q4 		$1.95M Hold
40,025
– – 0.02% 431
2019
Q3 		$1.95M Hold
40,025
– – 0.02% 431
2019
Q2 		$1.95M Hold
40,025
– – 0.02% 431
2019
Q1 		$1.95M Buy
+40,025
New +$1.97M 0.02% 431
2015
Q4 		– Sell
-100
Closed -$3K – 735
2015
Q3 		$3K Buy
+100
New +$2.64K ﹤0.01% 557

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Carson Wealth (CWM LLC)'s OTTR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Otter Tail (OTTR) stake by 0.43% in Q1 2026, selling an estimated $3.11K and leaving 8,407 shares worth $738K. The position accounts for ﹤0.01% of the portfolio, ranked #1746.

Carson Wealth (CWM LLC) first reported a position in OTTR in Q3 2015 and has held it in 29 quarters since. The position peaked at $2.41M in Q4 2021. 346 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,407 shares of Otter Tail worth $738K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 36 Otter Tail shares in Q1 2026, an estimated $3.11K.
  • Otter Tail made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1746 holding.
  • Carson Wealth (CWM LLC) first reported a position in Otter Tail in Q3 2015 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Otter Tail position peaked at $2.41M in Q4 2021.
  • 346 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.