Twin Peaks Wealth Advisors’s Otter Tail OTTR Stock Holding History

Twin Peaks Wealth Advisors’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	$5.88K	Buy	+67	New	+$5.8K	﹤0.01%	1320
2025 Q3	–	Sell	-21	Closed	-$1.73K	–	1504
2025 Q2	$1.73K	Buy	+21	New	+$1.64K	﹤0.01%	1663

Other funds holding OTTR

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Twin Peaks Wealth Advisors's OTTR Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Otter Tail (OTTR) in Q1 2026: 67 shares worth $5.88K. The stake represents ﹤0.01% of the portfolio and ranks #1320 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in OTTR as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in OTTR in Q2 2025 and has held it in 2 quarters since. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

Twin Peaks Wealth Advisors held 67 shares of Otter Tail worth $5.88K as of Q1 2026.
Otter Tail was a new Twin Peaks Wealth Advisors position in Q1 2026.
Otter Tail made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1320 holding.
Twin Peaks Wealth Advisors first reported a position in Otter Tail in Q2 2025 and has held it in 2 quarters since.
344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.