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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $176M AUM 123.21% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.17B AUM 92.19% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

Avion Wealth's OM Position: Q2 2026 in Review

Avion Wealth held its Outset Medical (OM) position steady in Q2 2026 at 157 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1642.

Avion Wealth first reported a position in OM in Q4 2023 and has held it in 4 quarters since. The position peaked at $1K in Q4 2023. 93 funds tracked by Wall St. Rank hold OM as of Q2 2026.

  • Avion Wealth held 157 shares of Outset Medical worth $0 as of Q2 2026.
  • Avion Wealth left its Outset Medical share count unchanged in Q2 2026.
  • Outset Medical made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1642 holding.
  • Avion Wealth first reported a position in Outset Medical in Q4 2023 and has held it in 4 quarters since.
  • Avion Wealth's Outset Medical position peaked at $1K in Q4 2023.
  • 93 funds tracked by Wall St. Rank held Outset Medical as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.