AW
OM icon

Avion Wealth’s Outset Medical OM Stock Holding History

Avion Wealth’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
Q3 		– Sell
-157
Closed – – 1611
2026
Q2 		$0 Hold
157
– – ﹤0.01% 1642
2026
Q1 		$0 Buy
+157
New +$643 ﹤0.01% 1497
2024
Q3 		– Sell
-9
Closed – – 1243
2024
Q2 		$0 Buy
+9
New +$441 ﹤0.01% 1165
2024
Q1 		– Sell
-11
Closed -$1K – 1202
2023
Q4 		$1K Buy
+11
New +$895 ﹤0.01% 908

Other funds holding OM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Peapod Lane Capital
Peapod Lane Capital Bedford Hills, New York $134M AUM 63.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
C WorldWide Group
C WorldWide Group Copenhagen, Denmark $3.96B AUM 10.41% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Avion Wealth's OM Position: Q3 2026 in Review

Avion Wealth sold out of Outset Medical (OM) in Q3 2026, closing a stake of 157 shares.

Avion Wealth first reported a position in OM in Q4 2023 and held it in 4 quarters. The position peaked at $1K in Q4 2023. 16 funds tracked by Wall St. Rank hold OM as of Q3 2026.

  • Avion Wealth reported no remaining Outset Medical position as of Q3 2026 after selling out during the quarter.
  • Avion Wealth sold 157 Outset Medical shares in Q3 2026.
  • Avion Wealth first reported a position in Outset Medical in Q4 2023 and held it in 4 quarters.
  • Avion Wealth's Outset Medical position peaked at $1K in Q4 2023.
  • 16 funds tracked by Wall St. Rank held Outset Medical as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.