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Clearstead Advisors’s Outset Medical OM Stock Holding History

Clearstead Advisors’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 		$204 Buy
+47
New +$206 ﹤0.01% 3195
2025
Q4 		– Sell
-49
Closed -$692 – 3104
2025
Q3 		$692 Buy
+49
New +$764 ﹤0.01% 2684
2022
Q4 		– Sell
-1
Closed – – 1360
2022
Q3 		$0 Hold
1
– – ﹤0.01% 1325
2022
Q2 		$0 Hold
1
– – ﹤0.01% 1389
2022
Q1 		$1K Hold
1
– – ﹤0.01% 1310
2021
Q4 		$1K Hold
1
– – ﹤0.01% 1200
2021
Q3 		$1K Buy
+1
New +$681 ﹤0.01% 1226

Other funds holding OM

BCM
BML Capital Management Zionsville, Indiana $176M AUM 123.21% 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 50.57% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CWG
C WorldWide Group Copenhagen, Denmark $4.15B AUM 13.14% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RS
R Squared Central, Hong Kong $190M AUM 25.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Clearstead Advisors's OM Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Outset Medical (OM) in Q2 2026: 47 shares worth $204. The stake represents ﹤0.01% of the portfolio and ranks #3195 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in OM as recently as Q3 2025.

Clearstead Advisors first reported a position in OM in Q3 2021 and has held it in 7 quarters since. The position peaked at $1K in Q1 2022. 29 funds tracked by Wall St. Rank hold OM as of Q2 2026.

  • Clearstead Advisors held 47 shares of Outset Medical worth $204 as of Q2 2026.
  • Outset Medical was a new Clearstead Advisors position in Q2 2026.
  • Outset Medical made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3195 holding.
  • Clearstead Advisors first reported a position in Outset Medical in Q3 2021 and has held it in 7 quarters since.
  • Clearstead Advisors's Outset Medical position peaked at $1K in Q1 2022.
  • 29 funds tracked by Wall St. Rank held Outset Medical as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.