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Wealth Forward LLC’s Otter Tail OTTR Stock Holding History

Wealth Forward 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
Q2 		$381K Hold
4,238
– – 0.19% 34
2026
Q1 		$372K Hold
4,238
– – 0.21% 28
2025
Q4 		$342K Hold
4,238
– – 0.19% 28
2025
Q3 		$347K Hold
4,238
– – 0.2% 29
2025
Q2 		$327K Hold
4,238
– – 0.22% 24
2025
Q1 		$341K Hold
4,238
– – 0.24% 24
2024
Q4 		$313K Hold
4,238
– – 0.22% 25
2024
Q3 		$331K Hold
4,238
– – 0.23% 26
2024
Q2 		$371K Hold
4,238
– – 0.29% 26
2024
Q1 		$366K Hold
4,238
– – 0.29% 26
2023
Q4 		$360K Buy
+4,238
New +$327K 0.3% 26

Other funds holding OTTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wealth Forward LLC's OTTR Position: Q2 2026 in Review

Wealth Forward LLC held its Otter Tail (OTTR) position steady in Q2 2026 at 4,238 shares worth $381K. The position accounts for 0.19% of the portfolio, ranked #34.

Wealth Forward LLC first reported a position in OTTR in Q4 2023 and has held it in 11 quarters since. 361 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Wealth Forward LLC held 4,238 shares of Otter Tail worth $381K as of Q2 2026.
  • Wealth Forward LLC left its Otter Tail share count unchanged in Q2 2026.
  • Otter Tail made up 0.19% of Wealth Forward LLC's portfolio in Q2 2026, its #34 holding.
  • Wealth Forward LLC first reported a position in Otter Tail in Q4 2023 and has held it in 11 quarters since.
  • 361 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Wealth Forward LLC's 13F filing for Q2 2026, filed 29 Jul 2026.