GI
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GAMMA Investing’s Otter Tail OTTR Stock Holding History

GAMMA Investing’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 		$93.8K Buy
1,065
+230
+28% +$20.8K ﹤0.01% 1919
2026
Q2 		$75.1K Buy
835
+96
+13% +$8.48K ﹤0.01% 2023
2026
Q1 		$64.9K Buy
739
+186
+34% +$16.1K ﹤0.01% 1999
2025
Q4 		$44.7K Buy
553
+121
+28% +$9.8K ﹤0.01% 2135
2025
Q3 		$35.4K Buy
432
+132
+44% +$10.7K ﹤0.01% 2211
2025
Q2 		$23.1K Sell
300
-102
-25% -$7.96K ﹤0.01% 2381
2025
Q1 		$32.3K Buy
402
+79
+24% +$6.25K ﹤0.01% 2105
2024
Q4 		$23.9K Sell
323
-357
-53% -$28K ﹤0.01% 2178
2024
Q3 		$53.1K Buy
680
+23
+4% +$1.99K 0.01% 1453
2024
Q2 		$57.5K Buy
657
+208
+46% +$18.2K 0.01% 1093
2024
Q1 		$38.8K Sell
449
-241
-35% -$20.9K 0.01% 1199
2023
Q4 		$62.4K Buy
+690
New +$53.3K 0.02% 771

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
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

GAMMA Investing's OTTR Position: Q3 2026 in Review

GAMMA Investing increased its Otter Tail (OTTR) stake by 28% in Q3 2026, buying an estimated $20.8K and bringing the position to 1,065 shares worth $93.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1919.

GAMMA Investing first reported a position in OTTR in Q4 2023 and has held it in 12 quarters since. 13 funds tracked by Wall St. Rank hold OTTR as of Q3 2026.

  • GAMMA Investing held 1,065 shares of Otter Tail worth $93.8K as of Q3 2026.
  • GAMMA Investing bought 230 Otter Tail shares in Q3 2026, an estimated $20.8K.
  • Otter Tail made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #1919 holding.
  • GAMMA Investing first reported a position in Otter Tail in Q4 2023 and has held it in 12 quarters since.
  • 13 funds tracked by Wall St. Rank held Otter Tail as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.