Essential Partners
OTTR icon

Essential Partners’s Otter Tail OTTR Stock Holding History

Essential Partners’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 		$704 Hold
8
– – ﹤0.01% 2296
2026
Q2 		$720 Hold
8
– – ﹤0.01% 2375
2026
Q1 		$702 Hold
8
– – ﹤0.01% 2339
2025
Q4 		$646 Sell
8
-1
-11% -$81 ﹤0.01% 2165
2025
Q3 		$738 Hold
9
– – ﹤0.01% 2102
2025
Q2 		$694 Buy
+9
New +$703 ﹤0.01% 1609

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BTC
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Contravisory Investment Management
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
James Investment Research
James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return

Essential Partners's OTTR Position: Q3 2026 in Review

Essential Partners held its Otter Tail (OTTR) position steady in Q3 2026 at 8 shares worth $704. The position accounts for ﹤0.01% of the portfolio, ranked #2296.

Essential Partners first reported a position in OTTR in Q2 2025 and has held it in 6 quarters since. The position peaked at $738 in Q3 2025. 69 funds tracked by Wall St. Rank hold OTTR as of Q3 2026.

  • Essential Partners held 8 shares of Otter Tail worth $704 as of Q3 2026.
  • Essential Partners left its Otter Tail share count unchanged in Q3 2026.
  • Otter Tail made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2296 holding.
  • Essential Partners first reported a position in Otter Tail in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Otter Tail position peaked at $738 in Q3 2025.
  • 69 funds tracked by Wall St. Rank held Otter Tail as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.