Allworth Financial’s Oatly Group OTLY Stock Holding History

Allworth Financial’s Portfolio OTLY Stock Details OTLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.23K	Buy	131 +19	+17%	+$195	﹤0.01%	4661
2026 Q1	$1.14K	Hold	112	–	–	﹤0.01%	4530
2025 Q4	$1.2K	Buy	112 +1	+0.9%	+$13	﹤0.01%	4309
2025 Q3	$1.8K	Hold	111	–	–	﹤0.01%	4056
2025 Q2	$1.32K	Hold	111	–	–	﹤0.01%	3877
2025 Q1	$1.03K	Sell	111 -1	-0.9%	-$11	﹤0.01%	3456
2024 Q4	$1.52K	Hold	112	–	–	﹤0.01%	3255
2024 Q3	$1.91K	Hold	112	–	–	﹤0.01%	2986
2024 Q2	$2.61K	Hold	112	–	–	﹤0.01%	2800
2024 Q1	$2.52K	Hold	112	–	–	﹤0.01%	2727
2023 Q4	$2.64K	Hold	112	–	–	﹤0.01%	2555
2023 Q3	$2K	Sell	112 -10	-8%	-$291	﹤0.01%	2542
2023 Q2	$4.99K	Hold	122	–	–	﹤0.01%	2098
2023 Q1	$5.89K	Buy	122 +10	+9%	+$467	﹤0.01%	1976
2022 Q4	$3.89K	Hold	112	–	–	﹤0.01%	1995
2022 Q3	$6K	Buy	+112	New	+$7.74K	﹤0.01%	1833

Other funds holding OTLY

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SAM

Storebrand Asset Management Lysaker, Norway $40.6B AUM 38.65% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Maven Securities St Helier, Jersey $5.06B AUM 59.27% 1-Year Est. Return

Trexquant Investment Stamford, Connecticut $17B AUM 39.66% 1-Year Est. Return

SAM

Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial's OTLY Position: Q2 2026 in Review

Allworth Financial increased its Oatly Group (OTLY) stake by 17% in Q2 2026, buying an estimated $195 and bringing the position to 131 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #4661.

Allworth Financial first reported a position in OTLY in Q3 2022 and has held it in 16 quarters since. The position peaked at $6K in Q3 2022. 62 funds tracked by Wall St. Rank hold OTLY as of Q2 2026.

Allworth Financial held 131 shares of Oatly Group worth $1.23K as of Q2 2026.
Allworth Financial bought 19 Oatly Group shares in Q2 2026, an estimated $195.
Oatly Group made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4661 holding.
Allworth Financial first reported a position in Oatly Group in Q3 2022 and has held it in 16 quarters since.
Allworth Financial's Oatly Group position peaked at $6K in Q3 2022.
62 funds tracked by Wall St. Rank held Oatly Group as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.