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Avantax Planning Partners’s Omeros OMER Stock Holding History

Avantax Planning Partners’s Portfolio OMER Stock Details OMER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$296K Buy
31,100
+10,000
+47% +$119K 0.01% 372
2026
Q1 		$223K Buy
21,100
+7,900
+60% +$93.1K 0.01% 398
2025
Q4 		$227K Buy
13,200
+3,100
+31% +$26.7K 0.01% 397
2025
Q3 		$41.4K Hold
10,100
– – ﹤0.01% 438
2025
Q2 		$30.3K Buy
+10,100
New +$50.3K ﹤0.01% 445

Other funds holding OMER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $3.66B AUM 57.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avantax Planning Partners's OMER Position: Q2 2026 in Review

Avantax Planning Partners increased its Omeros (OMER) stake by 47% in Q2 2026, buying an estimated $119K and bringing the position to 31,100 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #372.

Avantax Planning Partners first reported a position in OMER in Q2 2025 and has held it in 5 quarters since. 172 funds tracked by Wall St. Rank hold OMER as of Q2 2026.

  • Avantax Planning Partners held 31,100 shares of Omeros worth $296K as of Q2 2026.
  • Avantax Planning Partners bought 10,000 Omeros shares in Q2 2026, an estimated $119K.
  • Omeros made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #372 holding.
  • Avantax Planning Partners first reported a position in Omeros in Q2 2025 and has held it in 5 quarters since.
  • 172 funds tracked by Wall St. Rank held Omeros as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.