AWM
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Avior Wealth Management’s OmniAb OABI Stock Holding History

Avior Wealth Management’s Portfolio OABI Stock Details OABI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,704
Closed -$19.8K – 849
2025
Q4 		$19.8K Hold
10,704
– – ﹤0.01% 738
2025
Q3 		$17.1K Sell
10,704
-447
-4% -$817 ﹤0.01% 711
2025
Q2 		$19.4K Buy
+11,151
New +$18.7K ﹤0.01% 682
2025
Q1 		– Sell
-3,575
Closed -$12.7K – 1814
2024
Q4 		$12.7K Buy
3,575
+440
+14% +$1.74K ﹤0.01% 1543
2024
Q3 		$13.3K Hold
3,135
– – ﹤0.01% 1469
2024
Q2 		$11.8K Sell
3,135
-546
-15% -$2.49K ﹤0.01% 1468
2024
Q1 		$20K Buy
+3,681
New +$21.2K ﹤0.01% 1605

Other funds holding OABI

WCM
Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TL
TowerView LLC New York $155M AUM 30.14% 1-Year Est. Return

Avior Wealth Management's OABI Position: Q1 2026 in Review

Avior Wealth Management sold out of OmniAb (OABI) in Q1 2026, closing a stake of 10,704 shares — an estimated $19.8K sold.

Avior Wealth Management first reported a position in OABI in Q1 2024 and held it in 7 quarters. The position peaked at $20K in Q1 2024. 128 funds tracked by Wall St. Rank hold OABI as of Q1 2026.

  • Avior Wealth Management reported no remaining OmniAb position as of Q1 2026 after selling out during the quarter.
  • Avior Wealth Management sold 10,704 OmniAb shares in Q1 2026, an estimated $19.8K.
  • Avior Wealth Management first reported a position in OmniAb in Q1 2024 and held it in 7 quarters.
  • Avior Wealth Management's OmniAb position peaked at $20K in Q1 2024.
  • 128 funds tracked by Wall St. Rank held OmniAb as of Q1 2026.

Based on Avior Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.