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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

True Wealth Design's OTTR Position: Q4 2025 in Review

True Wealth Design sold out of Otter Tail (OTTR) in Q4 2025, closing a stake of 1 share — an estimated $82 sold.

True Wealth Design first reported a position in OTTR in Q1 2025 and held it in 3 quarters. The position peaked at $563 in Q1 2025. 354 funds tracked by Wall St. Rank hold OTTR as of Q4 2025.

  • True Wealth Design reported no remaining Otter Tail position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 1 Otter Tail share in Q4 2025, an estimated $82.
  • True Wealth Design first reported a position in Otter Tail in Q1 2025 and held it in 3 quarters.
  • True Wealth Design's Otter Tail position peaked at $563 in Q1 2025.
  • 354 funds tracked by Wall St. Rank held Otter Tail as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.