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Pinnacle Wealth Planning Services’s Otter Tail OTTR Stock Holding History

Pinnacle Wealth Planning Services’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 		$177K Buy
2,022
+41
+2% +$3.55K 0.02% 522
2025
Q4 		$160K Buy
+1,981
New +$160K 0.02% 558
2021
Q1 		– Sell
-1,227
Closed -$52K – 1463
2020
Q4 		$52K Buy
+1,227
New +$50K 0.01% 777

Other funds holding OTTR

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Pinnacle Wealth Planning Services's OTTR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Otter Tail (OTTR) stake by 2.1% in Q1 2026, buying an estimated $3.55K and bringing the position to 2,022 shares worth $177K. The position accounts for 0.02% of the portfolio, ranked #522.

Pinnacle Wealth Planning Services first reported a position in OTTR in Q4 2020 and has held it in 3 quarters since. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,022 shares of Otter Tail worth $177K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 41 Otter Tail shares in Q1 2026, an estimated $3.55K.
  • Otter Tail made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #522 holding.
  • Pinnacle Wealth Planning Services first reported a position in Otter Tail in Q4 2020 and has held it in 3 quarters since.
  • 344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.