Charles Schwab
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Charles Schwab’s Outset Medical OM Stock Holding History

Charles Schwab’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
Q2 		– Sell
-41,162
Closed -$158K – 3520
2026
Q1 		$158K Hold
41,162
– – ﹤0.01% 3326
2025
Q4 		$153K Sell
41,162
-11,149
-21% -$95.6K ﹤0.01% 3368
2025
Q3 		$739K Sell
52,311
-3,349
-6% -$52.2K ﹤0.01% 3051
2025
Q2 		$1.07M Buy
+55,660
New +$869K ﹤0.01% 2878
2024
Q3 		– Sell
-19,681
Closed -$1.14M – 3558
2024
Q2 		$1.14M Sell
19,681
-7,229
-27% -$354K ﹤0.01% 2884
2024
Q1 		$896K Buy
26,910
+4,338
+19% +$220K ﹤0.01% 2827
2023
Q4 		$1.83M Sell
22,572
-2,919
-11% -$238K ﹤0.01% 2647
2023
Q3 		$4.16M Buy
25,491
+921
+4% +$217K ﹤0.01% 2338
2023
Q2 		$8.06M Buy
24,570
+670
+3% +$204K ﹤0.01% 2008
2023
Q1 		$6.6M Sell
23,900
-34
-0.1% -$12.5K ﹤0.01% 2073
2022
Q4 		$9.27M Buy
23,934
+577
+2% +$163K ﹤0.01% 1903
2022
Q3 		$5.58M Buy
23,357
+2,746
+13% +$735K ﹤0.01% 2160
2022
Q2 		$4.59M Sell
20,611
-134
-0.6% -$57.6K ﹤0.01% 2218
2022
Q1 		$14.1M Buy
20,745
+530
+3% +$319K ﹤0.01% 1757
2021
Q4 		$14M Buy
20,215
+727
+4% +$538K ﹤0.01% 1815
2021
Q3 		$14.5M Buy
19,488
+6,797
+54% +$4.63M ﹤0.01% 1804
2021
Q2 		$9.52M Buy
12,691
+7,044
+125% +$5.38M ﹤0.01% 2031
2021
Q1 		$4.61M Buy
5,647
+137
+2% +$106K ﹤0.01% 2340
2020
Q4 		$4.7M Buy
+5,510
New +$4.25M ﹤0.01% 2248

Other funds holding OM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $176M AUM 123.21% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.17B AUM 92.19% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

Charles Schwab's OM Position: Q2 2026 in Review

Charles Schwab sold out of Outset Medical (OM) in Q2 2026, closing a stake of 41,162 shares — an estimated $158K sold.

Charles Schwab first reported a position in OM in Q4 2020 and held it in 19 quarters. The position peaked at $14.5M in Q3 2021. 93 funds tracked by Wall St. Rank hold OM as of Q2 2026.

  • Charles Schwab reported no remaining Outset Medical position as of Q2 2026 after selling out during the quarter.
  • Charles Schwab sold 41,162 Outset Medical shares in Q2 2026, an estimated $158K.
  • Charles Schwab first reported a position in Outset Medical in Q4 2020 and held it in 19 quarters.
  • Charles Schwab's Outset Medical position peaked at $14.5M in Q3 2021.
  • 93 funds tracked by Wall St. Rank held Outset Medical as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.