Congress Wealth Management’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
Other funds holding OTTR
GF
Congress Wealth Management's OTTR Position: Q2 2025 in Review
Congress Wealth Management increased its Otter Tail (OTTR) stake by 97% in Q2 2025, buying an estimated $236K and bringing the position to 6,130 shares worth $473K. The position accounts for ﹤0.01% of the portfolio, ranked #945.
Congress Wealth Management first reported a position in OTTR in Q3 2024 and has held it in 4 quarters since. 345 funds tracked by Wall St. Rank hold OTTR as of Q2 2025.
- Congress Wealth Management held 6,130 shares of Otter Tail worth $473K as of Q2 2025.
- Congress Wealth Management bought 3,026 Otter Tail shares in Q2 2025, an estimated $236K.
- Otter Tail made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #945 holding.
- Congress Wealth Management first reported a position in Otter Tail in Q3 2024 and has held it in 4 quarters since.
- 345 funds tracked by Wall St. Rank held Otter Tail as of Q2 2025.
Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.