Modern Wealth Management’s Otter Tail OTTR Stock Holding History

Modern Wealth Management’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	$457K	Buy	5,178 +15	+0.3%	+$1.3K	0.01%	597
2025 Q4	$417K	Buy	5,163 +679	+15%	+$55K	0.01%	580
2025 Q3	$368K	Buy	4,484 +1	+0%	+$81	0.01%	583
2025 Q2	$346K	Buy	4,483 +1	+0%	+$78	0.01%	573
2025 Q1	$360K	Sell	4,482 -6	-0.1%	-$475	0.01%	484
2024 Q4	$331K	Sell	4,488 -356	-7%	-$27.9K	0.01%	435
2024 Q3	$379K	Buy	4,844 +3	+0.1%	+$260	0.02%	297
2024 Q2	$424K	Buy	4,841 +8	+0.2%	+$700	0.03%	248
2024 Q1	$418K	Hold	4,833	–	–	0.04%	193
2023 Q4	$411K	Buy	+4,833	New	+$373K	0.05%	108

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

Modern Wealth Management's OTTR Position: Q1 2026 in Review

Modern Wealth Management increased its Otter Tail (OTTR) stake by 0.29% in Q1 2026, buying an estimated $1.3K and bringing the position to 5,178 shares worth $457K. The position accounts for 0.01% of the portfolio, ranked #597.

Modern Wealth Management first reported a position in OTTR in Q4 2023 and has held it in 10 quarters since. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

Modern Wealth Management held 5,178 shares of Otter Tail worth $457K as of Q1 2026.
Modern Wealth Management bought 15 Otter Tail shares in Q1 2026, an estimated $1.3K.
Otter Tail made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #597 holding.
Modern Wealth Management first reported a position in Otter Tail in Q4 2023 and has held it in 10 quarters since.
344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.