Goodman Advisory Group
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Goodman Advisory Group’s Otter Tail OTTR Stock Holding History

Goodman Advisory Group’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 		$58.7K Buy
+667
New +$60.4K 0.01% 98
2026
Q2 		– Sell
-667
Closed -$58.5K – 139
2026
Q1 		$58.5K Hold
667
– – 0.02% 112
2025
Q4 		$53.9K Hold
667
– – 0.01% 99
2025
Q3 		$54.7K Hold
667
– – 0.01% 102
2025
Q2 		$51.4K Hold
667
– – 0.02% 92
2025
Q1 		$53.6K Buy
+667
New +$52.8K 0.02% 107
2024
Q4 		– Sell
-667
Closed -$52.1K – 140
2024
Q3 		$52.1K Hold
667
– – 0.01% 115
2024
Q2 		$58.4K Hold
667
– – 0.02% 109
2024
Q1 		$57.6K Hold
667
– – 0.02% 99
2023
Q4 		$56.7K Hold
667
– – 0.02% 90
2023
Q3 		$50.6K Hold
667
– – 0.02% 94
2023
Q2 		$52.7K Hold
667
– – 0.02% 84
2023
Q1 		$48.2K Hold
667
– – 0.03% 76
2022
Q4 		$39K Hold
667
– – 0.02% 82
2022
Q3 		$41K Hold
667
– – 0.02% 79
2022
Q2 		$45K Buy
+667
New +$42.4K 0.02% 80

Other funds holding OTTR

LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Goodman Advisory Group's OTTR Position: Q3 2026 in Review

Goodman Advisory Group opened a new position in Otter Tail (OTTR) in Q3 2026: 667 shares worth $58.7K. The stake represents 0.01% of the portfolio and ranks #98 among its holdings. This is a return to the name: Goodman Advisory Group previously reported a position in OTTR as recently as Q1 2026.

Goodman Advisory Group first reported a position in OTTR in Q2 2022 and has held it in 16 quarters since. 204 funds tracked by Wall St. Rank hold OTTR as of Q3 2026.

  • Goodman Advisory Group held 667 shares of Otter Tail worth $58.7K as of Q3 2026.
  • Otter Tail was a new Goodman Advisory Group position in Q3 2026.
  • Otter Tail made up 0.01% of Goodman Advisory Group's portfolio in Q3 2026, its #98 holding.
  • Goodman Advisory Group first reported a position in Otter Tail in Q2 2022 and has held it in 16 quarters since.
  • 204 funds tracked by Wall St. Rank held Otter Tail as of Q3 2026.

Based on Goodman Advisory Group's 13F filing for Q3 2026, filed 2 Nov 2026.