Congress Asset Management’s Otter Tail OTTR Stock Holding History

Congress Asset 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 Q3	$14.6M	Buy	+165,683	New	+$15M	0.09%	185

Other funds holding OTTR

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

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

Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Congress Asset Management's OTTR Position: Q3 2026 in Review

Congress Asset Management opened a new position in Otter Tail (OTTR) in Q3 2026: 165,683 shares worth $14.6M. The stake represents 0.09% of the portfolio and ranks #185 among its holdings.

13 funds tracked by Wall St. Rank hold OTTR as of Q3 2026.

Congress Asset Management held 165,683 shares of Otter Tail worth $14.6M as of Q3 2026.
Otter Tail was a new Congress Asset Management position in Q3 2026.
Otter Tail made up 0.09% of Congress Asset Management's portfolio in Q3 2026, its #185 holding.
13 funds tracked by Wall St. Rank held Otter Tail as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.