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
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 $1.9T AUM 41.92% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $156M AUM 129.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Avion Wealth's OM Position: Q1 2026 in Review

Avion Wealth opened a new position in Outset Medical (OM) in Q1 2026: 157 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1497 among its holdings. This is a return to the name: Avion Wealth previously reported a position in OM as recently as Q2 2024.

Avion Wealth first reported a position in OM in Q4 2023 and has held it in 3 quarters since. The position peaked at $1K in Q4 2023. 99 funds tracked by Wall St. Rank hold OM as of Q1 2026.

  • Avion Wealth held 157 shares of Outset Medical worth $0 as of Q1 2026.
  • Outset Medical was a new Avion Wealth position in Q1 2026.
  • Outset Medical made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1497 holding.
  • Avion Wealth first reported a position in Outset Medical in Q4 2023 and has held it in 3 quarters since.
  • Avion Wealth's Outset Medical position peaked at $1K in Q4 2023.
  • 99 funds tracked by Wall St. Rank held Outset Medical as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.