Commonwealth Equity Services
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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
Q2 		– Sell
-470,000
Closed -$96.7K – 4526
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 		$28K 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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
GWM
Gilpin Wealth Management Denver, Colorado $145M AUM

Commonwealth Equity Services's OTLK Position: Q2 2026 in Review

Commonwealth Equity Services sold out of Outlook Therapeutics (OTLK) in Q2 2026, closing a stake of 470,000 shares — an estimated $96.7K sold.

Commonwealth Equity Services first reported a position in OTLK in Q1 2020 and held it in 16 quarters. The position peaked at $178K in Q4 2025. 69 funds tracked by Wall St. Rank hold OTLK as of Q2 2026.

  • Commonwealth Equity Services reported no remaining Outlook Therapeutics position as of Q2 2026 after selling out during the quarter.
  • Commonwealth Equity Services sold 470,000 Outlook Therapeutics shares in Q2 2026, an estimated $96.7K.
  • Commonwealth Equity Services first reported a position in Outlook Therapeutics in Q1 2020 and held it in 16 quarters.
  • Commonwealth Equity Services's Outlook Therapeutics position peaked at $178K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held Outlook Therapeutics as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.