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Cynosure Group’s Otter Tail OTTR Stock Holding History

Cynosure Group’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
-5,808
Closed -$469K – 389
2025
Q4 		$469K Buy
5,808
+903
+18% +$73.2K 0.05% 229
2025
Q3 		$402K Hold
4,905
– – 0.04% 280
2025
Q2 		$378K Buy
4,905
+599
+14% +$46.8K 0.04% 323
2025
Q1 		$346K Buy
4,306
+566
+15% +$44.8K 0.05% 241
2024
Q4 		$276K Sell
3,740
-5,411
-59% -$424K 0.04% 342
2024
Q3 		$715K Buy
9,151
+4,829
+112% +$418K 0.1% 122
2024
Q2 		$379K Buy
4,322
+418
+11% +$36.6K 0.06% 257
2024
Q1 		$337K Buy
+3,904
New +$339K 0.06% 185

Other funds holding OTTR

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cynosure Group's OTTR Position: Q1 2026 in Review

Cynosure Group sold out of Otter Tail (OTTR) in Q1 2026, closing a stake of 5,808 shares — an estimated $469K sold.

Cynosure Group first reported a position in OTTR in Q1 2024 and held it in 8 quarters. The position peaked at $715K in Q3 2024. 346 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

  • Cynosure Group reported no remaining Otter Tail position as of Q1 2026 after selling out during the quarter.
  • Cynosure Group sold 5,808 Otter Tail shares in Q1 2026, an estimated $469K.
  • Cynosure Group first reported a position in Otter Tail in Q1 2024 and held it in 8 quarters.
  • Cynosure Group's Otter Tail position peaked at $715K in Q3 2024.
  • 346 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.