Global Retirement Partners’s Otter Tail OTTR Stock Holding History

Global Retirement 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
2025 Q4	$98.1K	Sell	1,214 -42	-3%	-$3.4K	﹤0.01%	1933
2025 Q3	$103K	Sell	1,256 -11	-0.9%	-$892	﹤0.01%	1498
2025 Q2	$97.7K	Buy	+1,267	New	+$98.9K	﹤0.01%	1445
2024 Q4	$90.9K	Sell	1,232 -204	-14%	-$16K	﹤0.01%	1323
2024 Q3	$112K	Sell	1,436 -21	-1%	-$1.82K	﹤0.01%	1187
2024 Q2	$128K	Buy	1,457 +13	+0.9%	+$1.14K	﹤0.01%	1074
2024 Q1	$125K	Buy	1,444 +8	+0.6%	+$695	﹤0.01%	984
2023 Q4	$118K	Sell	1,436 -970	-40%	-$74.9K	0.01%	962
2023 Q3	$180K	Buy	2,406 +66	+3%	+$5.42K	0.01%	710
2023 Q2	$185K	Hold	2,340	–	–	0.01%	721
2023 Q1	$180K	Buy	2,340 +2,329	+21,173%	+$155K	0.01%	707
2022 Q4	$646	Buy	+11	New	+$659	﹤0.01%	2697

Other funds holding OTTR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ)

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return