IAG Wealth Partners’s Otter Tail OTTR Stock Holding History

IAG Wealth 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
2026 Q1	$8.78K	Hold	100	–	–	﹤0.01%	395
2025 Q4	$8.08K	Sell	100 -100	-50%	-$8.1K	﹤0.01%	377
2025 Q3	$16.4K	Hold	200	–	–	﹤0.01%	324
2025 Q2	$15.4K	Hold	200	–	–	﹤0.01%	304
2025 Q1	$16.1K	Hold	200	–	–	﹤0.01%	292
2024 Q4	$14.8K	Hold	200	–	–	﹤0.01%	303
2024 Q3	$15.6K	Hold	200	–	–	﹤0.01%	294
2024 Q2	$17.5K	Hold	200	–	–	﹤0.01%	280
2024 Q1	$17.3K	Hold	200	–	–	﹤0.01%	255
2023 Q4	$17K	Hold	200	–	–	﹤0.01%	246
2023 Q3	$15.2K	Hold	200	–	–	﹤0.01%	251
2023 Q2	$15.8K	Hold	200	–	–	﹤0.01%	261
2023 Q1	$14.5K	Hold	200	–	–	﹤0.01%	262
2022 Q4	$11.7K	Hold	200	–	–	﹤0.01%	269
2022 Q3	$12K	Hold	200	–	–	﹤0.01%	259
2022 Q2	$13K	Hold	200	–	–	﹤0.01%	249
2022 Q1	$13K	Hold	200	–	–	﹤0.01%	271
2021 Q4	$14K	Hold	200	–	–	﹤0.01%	262
2021 Q3	$12K	Hold	200	–	–	﹤0.01%	251
2021 Q2	$10K	Buy	+200	New	+$9.57K	﹤0.01%	268

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

IAG Wealth Partners's OTTR Position: Q1 2026 in Review

IAG Wealth Partners held its Otter Tail (OTTR) position steady in Q1 2026 at 100 shares worth $8.78K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

IAG Wealth Partners first reported a position in OTTR in Q2 2021 and has held it in 20 quarters since. The position peaked at $17.5K in Q2 2024. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

IAG Wealth Partners held 100 shares of Otter Tail worth $8.78K as of Q1 2026.
IAG Wealth Partners left its Otter Tail share count unchanged in Q1 2026.
Otter Tail made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #395 holding.
IAG Wealth Partners first reported a position in Otter Tail in Q2 2021 and has held it in 20 quarters since.
IAG Wealth Partners's Otter Tail position peaked at $17.5K in Q2 2024.
344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.