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 Q3	$373K	Hold	4,238	–	–	0.17%	39
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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

BTC

Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return

Wealth Forward LLC's OTTR Position: Q3 2026 in Review

Wealth Forward LLC held its Otter Tail (OTTR) position steady in Q3 2026 at 4,238 shares worth $373K. The position accounts for 0.17% of the portfolio, ranked #39.

Wealth Forward LLC first reported a position in OTTR in Q4 2023 and has held it in 12 quarters since. The position peaked at $381K in Q2 2026. 69 funds tracked by Wall St. Rank hold OTTR as of Q3 2026.

Wealth Forward LLC held 4,238 shares of Otter Tail worth $373K as of Q3 2026.
Wealth Forward LLC left its Otter Tail share count unchanged in Q3 2026.
Otter Tail made up 0.17% of Wealth Forward LLC's portfolio in Q3 2026, its #39 holding.
Wealth Forward LLC first reported a position in Otter Tail in Q4 2023 and has held it in 12 quarters since.
Wealth Forward LLC's Otter Tail position peaked at $381K in Q2 2026.
69 funds tracked by Wall St. Rank held Otter Tail as of Q3 2026.

Based on Wealth Forward LLC's 13F filing for Q3 2026, filed 14 Oct 2026.