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Dynamic Wealth Strategies’s OmniAb OABI Stock Holding History

Dynamic Wealth Strategies’s Portfolio OABI Stock Details OABI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$645 Hold
411
– – ﹤0.01% 286
2025
Q4 		$760 Hold
411
– – ﹤0.01% 247
2025
Q3 		$658 Hold
411
– – ﹤0.01% 238
2025
Q2 		$715 Hold
411
– – ﹤0.01% 231
2025
Q1 		$986 Buy
+411
New +$1.34K ﹤0.01% 230
2024
Q4 		– Sell
-411
Closed -$2K – 179
2024
Q3 		$2K Hold
411
– – ﹤0.01% 224
2024
Q2 		$2K Hold
411
– – ﹤0.01% 231
2024
Q1 		$2K Hold
411
– – ﹤0.01% 238
2023
Q4 		$2.54K Buy
+411
New +$2.02K ﹤0.01% 236

Other funds holding OABI

WCM
Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TL
TowerView LLC New York $155M AUM 30.14% 1-Year Est. Return

Dynamic Wealth Strategies's OABI Position: Q1 2026 in Review

Dynamic Wealth Strategies held its OmniAb (OABI) position steady in Q1 2026 at 411 shares worth $645. The position accounts for ﹤0.01% of the portfolio, ranked #286.

Dynamic Wealth Strategies first reported a position in OABI in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.54K in Q4 2023. 128 funds tracked by Wall St. Rank hold OABI as of Q1 2026.

  • Dynamic Wealth Strategies held 411 shares of OmniAb worth $645 as of Q1 2026.
  • Dynamic Wealth Strategies left its OmniAb share count unchanged in Q1 2026.
  • OmniAb made up ﹤0.01% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #286 holding.
  • Dynamic Wealth Strategies first reported a position in OmniAb in Q4 2023 and has held it in 9 quarters since.
  • Dynamic Wealth Strategies's OmniAb position peaked at $2.54K in Q4 2023.
  • 128 funds tracked by Wall St. Rank held OmniAb as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.