CWM
OM icon

Centricity Wealth Management’s Outset Medical OM Stock Holding History

Centricity Wealth Management’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
2025
Q2 		$10.8K Hold
563
– – 0.01% 321
2025
Q1 		$6.23K Sell
563
-1
-0.2% -$12 0.01% 360
2024
Q4 		$9.39K Buy
+564
New +$7.04K 0.01% 335

Other funds holding OM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.17B AUM 92.19% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Centricity Wealth Management's OM Position: Q2 2025 in Review

Centricity Wealth Management held its Outset Medical (OM) position steady in Q2 2025 at 563 shares worth $10.8K. The position accounts for 0.01% of the portfolio, ranked #321.

Centricity Wealth Management first reported a position in OM in Q4 2024 and has held it in 3 quarters since. 94 funds tracked by Wall St. Rank hold OM as of Q2 2025.

  • Centricity Wealth Management held 563 shares of Outset Medical worth $10.8K as of Q2 2025.
  • Centricity Wealth Management left its Outset Medical share count unchanged in Q2 2025.
  • Outset Medical made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #321 holding.
  • Centricity Wealth Management first reported a position in Outset Medical in Q4 2024 and has held it in 3 quarters since.
  • 94 funds tracked by Wall St. Rank held Outset Medical as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.