AssetMark Inc’s Oatly Group OTLY Stock Holding History

AssetMark Inc’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
2025 Q4	–	Sell	-27	Closed	-$437	–	3448
2025 Q3	$437	Buy	+27	New	+$435	﹤0.01%	2947

Other funds holding OTLY

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $38.1B AUM

SAM

Storebrand Asset Management Lysaker, Norway $34.8B AUM 25.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IEFM

IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SAM

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

AssetMark Inc's OTLY Position: Q4 2025 in Review

AssetMark Inc sold out of Oatly Group (OTLY) in Q4 2025, closing a stake of 27 shares — an estimated $437 sold.

AssetMark Inc first reported a position in OTLY in Q3 2025 and held it in 1 quarter. The position peaked at $437 in Q3 2025. 60 funds tracked by Wall St. Rank hold OTLY as of Q4 2025.

AssetMark Inc reported no remaining Oatly Group position as of Q4 2025 after selling out during the quarter.
AssetMark Inc sold 27 Oatly Group shares in Q4 2025, an estimated $437.
AssetMark Inc first reported a position in Oatly Group in Q3 2025 and held it in 1 quarter.
AssetMark Inc's Oatly Group position peaked at $437 in Q3 2025.
60 funds tracked by Wall St. Rank held Oatly Group as of Q4 2025.

Based on AssetMark Inc's 13F filing for Q4 2025, filed 23 Jan 2026.