True Wealth Design
OTTR icon

True Wealth Design’s Otter Tail OTTR Stock Holding History

True Wealth Design’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 		$1.32K Buy
+15
New +$1.36K ﹤0.01% 1832
2025
Q4 		– Sell
-1
Closed -$82 – 2754
2025
Q3 		$82 Hold
1
– – ﹤0.01% 2489
2025
Q2 		$78 Sell
1
-6
-86% -$468 ﹤0.01% 2299
2025
Q1 		$563 Buy
+7
New +$554 ﹤0.01% 1500

Other funds holding OTTR

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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

True Wealth Design's OTTR Position: Q3 2026 in Review

True Wealth Design opened a new position in Otter Tail (OTTR) in Q3 2026: 15 shares worth $1.32K. The stake represents ﹤0.01% of the portfolio and ranks #1832 among its holdings. This is a return to the name: True Wealth Design previously reported a position in OTTR as recently as Q3 2025.

True Wealth Design first reported a position in OTTR in Q1 2025 and has held it in 4 quarters since. 204 funds tracked by Wall St. Rank hold OTTR as of Q3 2026.

  • True Wealth Design held 15 shares of Otter Tail worth $1.32K as of Q3 2026.
  • Otter Tail was a new True Wealth Design position in Q3 2026.
  • Otter Tail made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1832 holding.
  • True Wealth Design first reported a position in Otter Tail in Q1 2025 and has held it in 4 quarters since.
  • 204 funds tracked by Wall St. Rank held Otter Tail as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.