Cherry Tree Wealth Management’s Otter Tail OTTR Stock Holding History

Cherry Tree Wealth 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	$30.7K	Sell	341 -113	-25%	-$9.98K	0.01%	332
2026 Q1	$39.8K	Hold	454	–	–	0.01%	291
2025 Q4	$36.7K	Hold	454	–	–	0.01%	300
2025 Q3	$37.2K	Hold	454	–	–	0.01%	283
2025 Q2	$35K	Hold	454	–	–	0.01%	283
2025 Q1	$36.5K	Hold	454	–	–	0.01%	279
2024 Q4	$33.5K	Hold	454	–	–	0.01%	281
2024 Q3	$35.5K	Hold	454	–	–	0.01%	285
2024 Q2	$39.8K	Hold	454	–	–	0.01%	269
2024 Q1	$39.2K	Hold	454	–	–	0.01%	270
2023 Q4	$38.6K	Hold	454	–	–	0.01%	255
2023 Q3	$34.5K	Hold	454	–	–	0.01%	252
2023 Q2	$35.8K	Buy	+454	New	+$34.1K	0.01%	248

Other funds holding OTTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Cherry Tree Wealth Management's OTTR Position: Q2 2026 in Review

Cherry Tree Wealth Management reduced its Otter Tail (OTTR) stake by 25% in Q2 2026, selling an estimated $9.98K and leaving 341 shares worth $30.7K. The position accounts for 0.01% of the portfolio, ranked #332.

Cherry Tree Wealth Management first reported a position in OTTR in Q2 2023 and has held it in 13 quarters since. The position peaked at $39.8K in Q1 2026. 363 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Cherry Tree Wealth Management held 341 shares of Otter Tail worth $30.7K as of Q2 2026.
Cherry Tree Wealth Management sold 113 Otter Tail shares in Q2 2026, an estimated $9.98K.
Otter Tail made up 0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #332 holding.
Cherry Tree Wealth Management first reported a position in Otter Tail in Q2 2023 and has held it in 13 quarters since.
Cherry Tree Wealth Management's Otter Tail position peaked at $39.8K in Q1 2026.
363 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.