Gilpin Wealth Management’s Otter Tail OTTR Stock Holding History

Gilpin Wealth Management’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	$441	Buy	5 +1	+25%	+$91	﹤0.01%	882
2026 Q2	$360	Hold	4	–	–	﹤0.01%	776
2026 Q1	$352	Buy	4 +1	+33%	+$87	﹤0.01%	724
2025 Q4	$243	Buy	+3	New	+$243	﹤0.01%	610

Other funds holding OTTR

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

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

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Gilpin Wealth Management's OTTR Position: Q3 2026 in Review

Gilpin Wealth Management increased its Otter Tail (OTTR) stake by 25% in Q3 2026, buying an estimated $91 and bringing the position to 5 shares worth $441. The position accounts for ﹤0.01% of the portfolio, ranked #882.

Gilpin Wealth Management first reported a position in OTTR in Q4 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold OTTR as of Q3 2026.

Gilpin Wealth Management held 5 shares of Otter Tail worth $441 as of Q3 2026.
Gilpin Wealth Management bought 1 Otter Tail share in Q3 2026, an estimated $91.
Otter Tail made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #882 holding.
Gilpin Wealth Management first reported a position in Otter Tail in Q4 2025 and has held it in 4 quarters since.
13 funds tracked by Wall St. Rank held Otter Tail as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.