Bogart Wealth LLC’s Outlook Therapeutics OTLK Stock Holding History

Bogart Wealth LLC’s Portfolio OTLK Stock Details OTLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8	Hold	5	–	–	﹤0.01%	1997
2026 Q1	$1	Buy	+5	New	+$2	﹤0.01%	1823

Other funds holding OTLK

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

GWM

Gilpin Wealth Management Denver, Colorado $145M AUM

Bogart Wealth LLC's OTLK Position: Q2 2026 in Review

Bogart Wealth LLC held its Outlook Therapeutics (OTLK) position steady in Q2 2026 at 5 shares worth $8. The position accounts for ﹤0.01% of the portfolio, ranked #1997.

Bogart Wealth LLC first reported a position in OTLK in Q1 2026 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold OTLK as of Q2 2026.

Bogart Wealth LLC held 5 shares of Outlook Therapeutics worth $8 as of Q2 2026.
Bogart Wealth LLC left its Outlook Therapeutics share count unchanged in Q2 2026.
Outlook Therapeutics made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1997 holding.
Bogart Wealth LLC first reported a position in Outlook Therapeutics in Q1 2026 and has held it in 2 quarters since.
69 funds tracked by Wall St. Rank held Outlook Therapeutics as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.