CIM
OTTR icon

Contravisory Investment Management’s Otter Tail OTTR Stock Holding History

Contravisory Investment 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 		$7.59M Sell
86,160
-281
-0.3% -$25.5K 1.38% 34
2026
Q2 		$7.78M Buy
+86,441
New +$7.64M 1.37% 33
2024
Q4 		– Sell
-284
Closed -$22.2K – 421
2024
Q3 		$22.2K Hold
284
– – ﹤0.01% 273
2024
Q2 		$24.9K Hold
284
– – 0.01% 241
2024
Q1 		$24.5K Buy
284
+109
+62% +$9.47K 0.01% 279
2023
Q4 		$14.9K Buy
175
+93
+113% +$7.18K ﹤0.01% 294
2023
Q3 		$6.22K Hold
82
– – ﹤0.01% 288
2023
Q2 		$6.47K Hold
82
– – ﹤0.01% 275
2023
Q1 		$5.93K Sell
82
-3,943
-98% -$262K ﹤0.01% 302
2022
Q4 		$236K Buy
4,025
+502
+14% +$30.1K 0.07% 181
2022
Q3 		$217K Hold
3,523
– – 0.07% 165
2022
Q2 		$236K Hold
3,523
– – 0.08% 164
2022
Q1 		$220K Buy
+3,523
New +$221K 0.06% 177
2018
Q2 		– Sell
-4,610
Closed -$200K – 360
2018
Q1 		$200K Hold
4,610
– – 0.07% 144
2017
Q4 		$205K Sell
4,610
-382
-8% -$17.5K 0.07% 140
2017
Q3 		$216K Buy
+4,992
New +$207K 0.08% 141

Other funds holding OTTR

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
WFL
Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

Contravisory Investment Management's OTTR Position: Q3 2026 in Review

Contravisory Investment Management reduced its Otter Tail (OTTR) stake by 0.33% in Q3 2026, selling an estimated $25.5K and leaving 86,160 shares worth $7.59M. The position accounts for 1.38% of the portfolio, ranked #34.

Contravisory Investment Management first reported a position in OTTR in Q3 2017 and has held it in 16 quarters since. The position peaked at $7.78M in Q2 2026. 25 funds tracked by Wall St. Rank hold OTTR as of Q3 2026.

  • Contravisory Investment Management held 86,160 shares of Otter Tail worth $7.59M as of Q3 2026.
  • Contravisory Investment Management sold 281 Otter Tail shares in Q3 2026, an estimated $25.5K.
  • Otter Tail made up 1.38% of Contravisory Investment Management's portfolio in Q3 2026, its #34 holding.
  • Contravisory Investment Management first reported a position in Otter Tail in Q3 2017 and has held it in 16 quarters since.
  • Contravisory Investment Management's Otter Tail position peaked at $7.78M in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Otter Tail as of Q3 2026.

Based on Contravisory Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.