TWIL
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TrueNorth Wealth & Impact, LLC’s Otter Tail OTTR Stock Holding History

TrueNorth Wealth & Impact, LLC’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 		$546K Buy
+6,209
New +$562K 0.21% 71

Other funds holding OTTR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Gabelli Funds
Gabelli Funds Rye, New York $15.1B AUM 23.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's OTTR Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Otter Tail (OTTR) in Q3 2026: 6,209 shares worth $546K. The stake represents 0.21% of the portfolio and ranks #71 among its holdings.

287 funds tracked by Wall St. Rank hold OTTR as of Q3 2026.

  • TrueNorth Wealth & Impact, LLC held 6,209 shares of Otter Tail worth $546K as of Q3 2026.
  • Otter Tail was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
  • Otter Tail made up 0.21% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #71 holding.
  • 287 funds tracked by Wall St. Rank held Otter Tail as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.