GW Henssler & Associates’s Otter Tail OTTR Stock Holding History

GW Henssler & Associates’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	$253K	Hold	2,883	–	–	0.01%	189
2025 Q4	$233K	Buy	2,883 +59	+2%	+$4.78K	0.01%	201
2025 Q3	$231K	Buy	+2,824	New	+$229K	0.01%	189
2023 Q3	–	Sell	-3,095	Closed	-$244K	–	255
2023 Q2	$244K	Sell	3,095 -800	-21%	-$60.1K	0.02%	173
2023 Q1	$281K	Buy	3,895 +56	+1%	+$3.72K	0.02%	178
2022 Q4	$225K	Hold	3,839	–	–	0.02%	209
2022 Q3	$236K	Buy	3,839 +548	+17%	+$39.5K	0.02%	186
2022 Q2	$221K	Buy	+3,291	New	+$209K	0.02%	194

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

GW Henssler & Associates's OTTR Position: Q1 2026 in Review

GW Henssler & Associates held its Otter Tail (OTTR) position steady in Q1 2026 at 2,883 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #189.

GW Henssler & Associates first reported a position in OTTR in Q2 2022 and has held it in 8 quarters since. The position peaked at $281K in Q1 2023. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

GW Henssler & Associates held 2,883 shares of Otter Tail worth $253K as of Q1 2026.
GW Henssler & Associates left its Otter Tail share count unchanged in Q1 2026.
Otter Tail made up 0.01% of GW Henssler & Associates's portfolio in Q1 2026, its #189 holding.
GW Henssler & Associates first reported a position in Otter Tail in Q2 2022 and has held it in 8 quarters since.
GW Henssler & Associates's Otter Tail position peaked at $281K in Q1 2023.
344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on GW Henssler & Associates's 13F filing for Q1 2026, filed 15 May 2026.