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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

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

Goodman Advisory Group's OTTR Position: Q1 2026 in Review

Goodman Advisory Group held its Otter Tail (OTTR) position steady in Q1 2026 at 667 shares worth $58.5K. The position accounts for 0.02% of the portfolio, ranked #112.

Goodman Advisory Group first reported a position in OTTR in Q2 2022 and has held it in 15 quarters since. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

Goodman Advisory Group held 667 shares of Otter Tail worth $58.5K as of Q1 2026.
Goodman Advisory Group left its Otter Tail share count unchanged in Q1 2026.
Otter Tail made up 0.02% of Goodman Advisory Group's portfolio in Q1 2026, its #112 holding.
Goodman Advisory Group first reported a position in Otter Tail in Q2 2022 and has held it in 15 quarters since.
344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Goodman Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.