Corient Private Wealth’s Outset Medical OM Stock Holding History

Corient Private Wealth’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
2025 Q1	–	Sell	-4,075	Closed	-$67.9K	–	2400
2024 Q4	$67.9K	Sell	4,075 -2	-0%	-$25	﹤0.01%	2258
2024 Q3	$41.4K	Buy	4,077 +2	+0%	+$59	﹤0.01%	2410
2024 Q2	$235K	Hold	4,075	–	–	﹤0.01%	2038
2024 Q1	$136K	Hold	4,075	–	–	﹤0.01%	2149
2023 Q4	$331K	Hold	4,075	–	–	﹤0.01%	1813
2023 Q3	$665K	Hold	4,075	–	–	﹤0.01%	1348
2023 Q2	$1.34M	Hold	4,075	–	–	﹤0.01%	1052
2023 Q1	$1.12M	Hold	4,075	–	–	﹤0.01%	1039
2022 Q4	$1.58M	Buy	+4,075	New	+$1.15M	0.01%	779

Other funds holding OM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

PHS

PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

PHP

Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return

Corient Private Wealth's OM Position: Q1 2025 in Review

Corient Private Wealth sold out of Outset Medical (OM) in Q1 2025, closing a stake of 4,075 shares — an estimated $67.9K sold.

Corient Private Wealth first reported a position in OM in Q4 2022 and held it in 9 quarters. The position peaked at $1.58M in Q4 2022. 61 funds tracked by Wall St. Rank hold OM as of Q1 2025.

Corient Private Wealth reported no remaining Outset Medical position as of Q1 2025 after selling out during the quarter.
Corient Private Wealth sold 4,075 Outset Medical shares in Q1 2025, an estimated $67.9K.
Corient Private Wealth first reported a position in Outset Medical in Q4 2022 and held it in 9 quarters.
Corient Private Wealth's Outset Medical position peaked at $1.58M in Q4 2022.
61 funds tracked by Wall St. Rank held Outset Medical as of Q1 2025.

Based on Corient Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.