Commonwealth Equity Services’s Outlook Therapeutics OTLK Stock Holding History

Commonwealth Equity Services’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 Q1	$96.7K	Buy	470,000 +357,500	+318%	+$154K	﹤0.01%	4143
2025 Q4	$178K	Sell	112,500 -651	-0.6%	-$1.04K	﹤0.01%	4015
2025 Q3	$120K	Buy	113,151 +85,000	+302%	+$147K	﹤0.01%	4056
2025 Q2	$45K	Hold	28,151	–	–	﹤0.01%	4162
2025 Q1	$34K	Buy	28,151 +2,536	+10%	+$4.45K	﹤0.01%	4098
2024 Q4	$48K	Buy	+25,615	New	+$105K	﹤0.01%	3986
2024 Q1	–	Sell	-5,000	Closed	-$39K	–	4070
2023 Q4	$39K	Buy	5,000 +1,850	+59%	+$15.6K	﹤0.01%	3782
2023 Q3	$14K	Buy	3,150 +1,900	+152%	+$42K	﹤0.01%	3758
2023 Q2	$44K	Sell	1,250 -76	-6%	-$2.07K	﹤0.01%	3678
2023 Q1	$28	Buy	1,326 +500	+61%	+$11.2K	﹤0.01%	3637
2022 Q4	$17K	Hold	826	–	–	﹤0.01%	3612
2022 Q3	$20K	Hold	826	–	–	﹤0.01%	3582
2022 Q2	$16K	Buy	+826	New	+$23.7K	﹤0.01%	3588
2021 Q4	–	Sell	-1,076	Closed	-$46K	–	3708
2021 Q3	$46K	Buy	+1,076	New	+$51.9K	﹤0.01%	3501
2020 Q3	–	Sell	-1,000	Closed	-$25K	–	3108
2020 Q2	$25K	Buy	1,000 +500	+100%	+$8.92K	﹤0.01%	2899
2020 Q1	$6K	Buy	+500	New	+$8.29K	﹤0.01%	2802

Other funds holding OTLK

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $126M AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WAM

Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

NMC

Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return

CCM

Connective Capital Management Palo Alto, California $121M AUM 39.82% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Commonwealth Equity Services's OTLK Position: Q1 2026 in Review

Commonwealth Equity Services increased its Outlook Therapeutics (OTLK) stake by 318% in Q1 2026, buying an estimated $154K and bringing the position to 470,000 shares worth $96.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4143.

Commonwealth Equity Services first reported a position in OTLK in Q1 2020 and has held it in 16 quarters since. The position peaked at $178K in Q4 2025. 54 funds tracked by Wall St. Rank hold OTLK as of Q1 2026.

Commonwealth Equity Services held 470,000 shares of Outlook Therapeutics worth $96.7K as of Q1 2026.
Commonwealth Equity Services bought 357,500 Outlook Therapeutics shares in Q1 2026, an estimated $154K.
Outlook Therapeutics made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #4143 holding.
Commonwealth Equity Services first reported a position in Outlook Therapeutics in Q1 2020 and has held it in 16 quarters since.
Commonwealth Equity Services's Outlook Therapeutics position peaked at $178K in Q4 2025.
54 funds tracked by Wall St. Rank held Outlook Therapeutics as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.