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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
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
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

Cherry Tree Wealth Management's OTTR Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Otter Tail (OTTR) position steady in Q1 2026 at 454 shares worth $39.8K. The position accounts for 0.01% of the portfolio, ranked #291.

Cherry Tree Wealth Management first reported a position in OTTR in Q2 2023 and has held it in 12 quarters since. 346 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

  • Cherry Tree Wealth Management held 454 shares of Otter Tail worth $39.8K as of Q1 2026.
  • Cherry Tree Wealth Management left its Otter Tail share count unchanged in Q1 2026.
  • Otter Tail made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #291 holding.
  • Cherry Tree Wealth Management first reported a position in Otter Tail in Q2 2023 and has held it in 12 quarters since.
  • 346 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.