Bank of Montreal’s Outset Medical OM Stock Holding History

Bank of Montreal’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	$265K	Buy	+18,012	New	+$73.8K	﹤0.01%	2752
2024 Q4	–	Sell	-28,037	Closed	-$258K	–	3832
2024 Q3	$258K	Buy	+28,037	New	+$834K	﹤0.01%	2880
2023 Q3	–	Sell	-3,707	Closed	-$1.24M	–	4106
2023 Q2	$1.24M	Sell	3,707 -123	-3%	-$37.5K	﹤0.01%	2061
2023 Q1	$1.06M	Buy	3,830 +136	+4%	+$49.9K	﹤0.01%	2005
2022 Q4	$1.43M	Buy	+3,694	New	+$1.04M	﹤0.01%	1973
2022 Q2	–	Sell	-442	Closed	-$296K	–	4332
2022 Q1	$296K	Sell	442 -11	-2%	-$6.62K	﹤0.01%	3198
2021 Q4	$323K	Buy	453 +28	+7%	+$20.7K	﹤0.01%	2680
2021 Q3	$315K	Buy	+425	New	+$290K	﹤0.01%	3110
2021 Q2	–	Sell	-122	Closed	-$102K	–	4556
2021 Q1	$102K	Buy	122 +18	+17%	+$13.9K	﹤0.01%	3369
2020 Q4	$75K	Buy	+104	New	+$80.1K	﹤0.01%	3736

Other funds holding OM

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

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 Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Bank of Montreal's OM Position: Q1 2026 in Review

Bank of Montreal opened a new position in Outset Medical (OM) in Q1 2026: 18,012 shares worth $265K. The stake represents ﹤0.01% of the portfolio and ranks #2752 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in OM as recently as Q3 2024.

Bank of Montreal first reported a position in OM in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.43M in Q4 2022. 99 funds tracked by Wall St. Rank hold OM as of Q1 2026.

Bank of Montreal held 18,012 shares of Outset Medical worth $265K as of Q1 2026.
Outset Medical was a new Bank of Montreal position in Q1 2026.
Outset Medical made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2752 holding.
Bank of Montreal first reported a position in Outset Medical in Q4 2020 and has held it in 10 quarters since.
Bank of Montreal's Outset Medical position peaked at $1.43M in Q4 2022.
99 funds tracked by Wall St. Rank held Outset Medical as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.