DiNuzzo Private Wealth’s Otter Tail OTTR Stock Holding History

DiNuzzo Private Wealth’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	$529	Hold	6	–	–	﹤0.01%	1083
2026 Q2	$540	Hold	6	–	–	﹤0.01%	1082
2026 Q1	$527	Hold	6	–	–	﹤0.01%	1075
2025 Q4	$485	Sell	6 -1	-14%	-$81	﹤0.01%	1094
2025 Q3	$588	Hold	7	–	–	﹤0.01%	1051
2025 Q2	$540	Hold	7	–	–	﹤0.01%	1048
2025 Q1	$563	Hold	7	–	–	﹤0.01%	1006
2024 Q4	$517	Hold	7	–	–	﹤0.01%	1073
2024 Q3	$548	Hold	7	–	–	﹤0.01%	1080
2024 Q2	$614	Hold	7	–	–	﹤0.01%	969
2024 Q1	$605	Buy	7 +1	+17%	+$87	﹤0.01%	913
2023 Q4	$510	Buy	+6	New	+$463	﹤0.01%	975

Other funds holding OTTR

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

BTC

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

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

DiNuzzo Private Wealth's OTTR Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Otter Tail (OTTR) position steady in Q3 2026 at 6 shares worth $529. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

DiNuzzo Private Wealth first reported a position in OTTR in Q4 2023 and has held it in 12 quarters since. The position peaked at $614 in Q2 2024. 85 funds tracked by Wall St. Rank hold OTTR as of Q3 2026.

DiNuzzo Private Wealth held 6 shares of Otter Tail worth $529 as of Q3 2026.
DiNuzzo Private Wealth left its Otter Tail share count unchanged in Q3 2026.
Otter Tail made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #1083 holding.
DiNuzzo Private Wealth first reported a position in Otter Tail in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Otter Tail position peaked at $614 in Q2 2024.
85 funds tracked by Wall St. Rank held Otter Tail as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.