SHP Wealth Management’s Otter Tail OTTR Stock Holding History

SHP 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	$43.9K	Hold	500	–	–	﹤0.01%	524
2025 Q4	$40.4K	Buy	+500	New	+$40.5K	﹤0.01%	528

Other funds holding OTTR

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

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

SHP Wealth Management held its Otter Tail (OTTR) position steady in Q1 2026 at 500 shares worth $43.9K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

SHP Wealth Management first reported a position in OTTR in Q4 2025 and has held it in 2 quarters since. 346 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

SHP Wealth Management held 500 shares of Otter Tail worth $43.9K as of Q1 2026.
SHP Wealth Management left its Otter Tail share count unchanged in Q1 2026.
Otter Tail made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #524 holding.
SHP Wealth Management first reported a position in Otter Tail in Q4 2025 and has held it in 2 quarters since.
346 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.