Fortitude Family Office’s Otter Tail OTTR Stock Holding History

Fortitude Family Office’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	$67.6K	Buy	768 +745	+3,239%	+$67.5K	0.01%	356
2026 Q2	$2.07K	Sell	23 -3	-12%	-$265	﹤0.01%	1471
2026 Q1	$2.28K	Buy	26 +19	+271%	+$1.64K	﹤0.01%	1240
2025 Q4	$566	Sell	7 -5	-42%	-$405	﹤0.01%	1662
2025 Q3	$984	Buy	12 +2	+20%	+$162	﹤0.01%	1554
2025 Q2	$771	Buy	+10	New	+$781	﹤0.01%	1624
2024 Q4	–	Sell	-19	Closed	-$1.49K	–	1361
2024 Q3	$1.49K	Hold	19	–	–	﹤0.01%	1052
2024 Q2	$1.66K	Hold	19	–	–	﹤0.01%	828
2024 Q1	$1.64K	Sell	19 -31	-62%	-$2.69K	﹤0.01%	852
2023 Q4	$4.25K	Buy	+50	New	+$3.86K	﹤0.01%	736

Other funds holding OTTR

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

CIM

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

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

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

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

WFL

Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return

Fortitude Family Office's OTTR Position: Q3 2026 in Review

Fortitude Family Office increased its Otter Tail (OTTR) stake by 3,239% in Q3 2026, buying an estimated $67.5K and bringing the position to 768 shares worth $67.6K. The position accounts for 0.01% of the portfolio, ranked #356.

Fortitude Family Office first reported a position in OTTR in Q4 2023 and has held it in 10 quarters since. 30 funds tracked by Wall St. Rank hold OTTR as of Q3 2026.

Fortitude Family Office held 768 shares of Otter Tail worth $67.6K as of Q3 2026.
Fortitude Family Office bought 745 Otter Tail shares in Q3 2026, an estimated $67.5K.
Otter Tail made up 0.01% of Fortitude Family Office's portfolio in Q3 2026, its #356 holding.
Fortitude Family Office first reported a position in Otter Tail in Q4 2023 and has held it in 10 quarters since.
30 funds tracked by Wall St. Rank held Otter Tail as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.