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MJT & Associates Financial Advisory’s Otter Tail OTTR Stock Holding History

MJT & Associates Financial Advisory’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 		$37K Hold
420
– – 0.02% 84
2026
Q2 		$37.8K Hold
420
– – 0.03% 93
2026
Q1 		$36.9K Hold
420
– – 0.03% 92
2025
Q4 		$33.9K Hold
420
– – 0.03% 99
2025
Q3 		$34.4K Hold
420
– – 0.03% 97
2025
Q2 		$32.4K Hold
420
– – 0.04% 116
2025
Q1 		$33.8K Buy
+420
New +$33.3K 0.03% 119

Other funds holding OTTR

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

MJT & Associates Financial Advisory's OTTR Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Otter Tail (OTTR) position steady in Q3 2026 at 420 shares worth $37K. The position accounts for 0.02% of the portfolio, ranked #84.

MJT & Associates Financial Advisory first reported a position in OTTR in Q1 2025 and has held it in 7 quarters since. The position peaked at $37.8K in Q2 2026. 13 funds tracked by Wall St. Rank hold OTTR as of Q3 2026.

  • MJT & Associates Financial Advisory held 420 shares of Otter Tail worth $37K as of Q3 2026.
  • MJT & Associates Financial Advisory left its Otter Tail share count unchanged in Q3 2026.
  • Otter Tail made up 0.02% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #84 holding.
  • MJT & Associates Financial Advisory first reported a position in Otter Tail in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Otter Tail position peaked at $37.8K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Otter Tail as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.