Concord Wealth Partners’s Otter Tail OTTR Stock Holding History

Concord Wealth Partners’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	–	Sell	-39	Closed	-$3.15K	–	615
2025 Q4	$3.15K	Sell	39 -1	-3%	-$81	﹤0.01%	670
2025 Q3	$3.28K	Hold	40	–	–	﹤0.01%	678
2025 Q2	$3.08K	Hold	40	–	–	﹤0.01%	685
2025 Q1	$3.21K	Hold	40	–	–	﹤0.01%	638
2024 Q4	$2.95K	Hold	40	–	–	﹤0.01%	669
2024 Q3	$3.13K	Hold	40	–	–	﹤0.01%	695
2024 Q2	$3.5K	Hold	40	–	–	﹤0.01%	614
2024 Q1	$3.46K	Hold	40	–	–	﹤0.01%	696
2023 Q4	$3.4K	Hold	40	–	–	﹤0.01%	673
2023 Q3	$3.04K	Buy	+40	New	+$3.28K	﹤0.01%	803
2023 Q1	–	Sell	-24	Closed	-$1.41K	–	1156
2022 Q4	$1.41K	Buy	+24	New	+$1.44K	﹤0.01%	1009
2022 Q3	–	Sell	-24	Closed	-$2K	–	821
2022 Q2	$2K	Hold	24	–	–	﹤0.01%	1043
2022 Q1	$2K	Buy	+24	New	+$1.5K	﹤0.01%	1122

Other funds holding OTTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Concord Wealth Partners's OTTR Position: Q1 2026 in Review

Concord Wealth Partners sold out of Otter Tail (OTTR) in Q1 2026, closing a stake of 39 shares — an estimated $3.15K sold.

Concord Wealth Partners first reported a position in OTTR in Q1 2022 and held it in 13 quarters. The position peaked at $3.5K in Q2 2024. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

Concord Wealth Partners reported no remaining Otter Tail position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 39 Otter Tail shares in Q1 2026, an estimated $3.15K.
Concord Wealth Partners first reported a position in Otter Tail in Q1 2022 and held it in 13 quarters.
Concord Wealth Partners's Otter Tail position peaked at $3.5K in Q2 2024.
344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.