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
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 $1.9T AUM 41.92% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $156M AUM 129.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
AQR Capital Management
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
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Charles Schwab's OM Position: Q1 2026 in Review

Charles Schwab held its Outset Medical (OM) position steady in Q1 2026 at 41,162 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #3326.

Charles Schwab first reported a position in OM in Q4 2020 and has held it in 19 quarters since. The position peaked at $14.5M in Q3 2021. 99 funds tracked by Wall St. Rank hold OM as of Q1 2026.

  • Charles Schwab held 41,162 shares of Outset Medical worth $158K as of Q1 2026.
  • Charles Schwab left its Outset Medical share count unchanged in Q1 2026.
  • Outset Medical made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #3326 holding.
  • Charles Schwab first reported a position in Outset Medical in Q4 2020 and has held it in 19 quarters since.
  • Charles Schwab's Outset Medical position peaked at $14.5M in Q3 2021.
  • 99 funds tracked by Wall St. Rank held Outset Medical as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.