Allworth Financial’s Outset Medical OM Stock Holding History

Allworth Financial’s Portfolio OM Stock Details OM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.3K	Buy	600 +592	+7,400%	+$2.43K	﹤0.01%	4305
2025 Q4	$30	Sell	8 -4	-33%	-$34	﹤0.01%	4895
2025 Q3	$170	Buy	+12	New	+$187	﹤0.01%	4621
2023 Q3	–	Sell	-8	Closed	-$2.69K	–	3512
2023 Q2	$2.69K	Hold	8	–	–	﹤0.01%	2366
2023 Q1	$2.26K	Sell	8 -1	-11%	-$367	﹤0.01%	2356
2022 Q4	$3.36K	Buy	+9	New	+$2.54K	﹤0.01%	2050
2022 Q3	–	Sell	-1	Closed	–	–	2966
2022 Q2	$0	Buy	+1	New	+$430	﹤0.01%	2674

Other funds holding OM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BCM

BML Capital Management Zionsville, Indiana $156M AUM 129.82% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PHS

PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Allworth Financial's OM Position: Q1 2026 in Review

Allworth Financial increased its Outset Medical (OM) stake by 7,400% in Q1 2026, buying an estimated $2.43K and bringing the position to 600 shares worth $2.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4305.

Allworth Financial first reported a position in OM in Q2 2022 and has held it in 7 quarters since. The position peaked at $3.36K in Q4 2022. 99 funds tracked by Wall St. Rank hold OM as of Q1 2026.

Allworth Financial held 600 shares of Outset Medical worth $2.3K as of Q1 2026.
Allworth Financial bought 592 Outset Medical shares in Q1 2026, an estimated $2.43K.
Outset Medical made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4305 holding.
Allworth Financial first reported a position in Outset Medical in Q2 2022 and has held it in 7 quarters since.
Allworth Financial's Outset Medical position peaked at $3.36K in Q4 2022.
99 funds tracked by Wall St. Rank held Outset Medical as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.