Measured Wealth Private Client Group’s Otter Tail OTTR Stock Holding History

Measured Wealth Private Client 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	–	Sell	-19	Closed	-$1.53K	–	763
2025 Q4	$1.53K	Hold	19	–	–	﹤0.01%	663
2025 Q3	$1.56K	Buy	+19	New	+$1.54K	﹤0.01%	646
2024 Q3	–	Sell	-3,757	Closed	-$329K	–	197
2024 Q2	$329K	Buy	3,757 +639	+20%	+$55.9K	0.12%	140
2024 Q1	$269K	Buy	3,118 +107	+4%	+$9.3K	0.09%	158
2023 Q4	$256K	Buy	+3,011	New	+$232K	0.09%	157
2022 Q4	–	Sell	-3,801	Closed	-$234K	–	174
2022 Q3	$234K	Buy	+3,801	New	+$274K	0.1%	126

Other funds holding OTTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Measured Wealth Private Client Group's OTTR Position: Q1 2026 in Review

Measured Wealth Private Client Group sold out of Otter Tail (OTTR) in Q1 2026, closing a stake of 19 shares — an estimated $1.53K sold.

Measured Wealth Private Client Group first reported a position in OTTR in Q3 2022 and held it in 6 quarters. The position peaked at $329K in Q2 2024. 346 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

Measured Wealth Private Client Group reported no remaining Otter Tail position as of Q1 2026 after selling out during the quarter.
Measured Wealth Private Client Group sold 19 Otter Tail shares in Q1 2026, an estimated $1.53K.
Measured Wealth Private Client Group first reported a position in Otter Tail in Q3 2022 and held it in 6 quarters.
Measured Wealth Private Client Group's Otter Tail position peaked at $329K in Q2 2024.
346 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.