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EP Wealth Advisors’s Olema Pharmaceuticals OLMA Stock Holding History

EP Wealth Advisors’s Portfolio OLMA Stock Details OLMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,009
Closed -$250K – 1564
2025
Q4 		$250K Buy
+10,009
New +$178K ﹤0.01% 1244
2025
Q2 		$200K Sell
46,905
-1,344
-3% -$5.99K ﹤0.01% 1261
2025
Q1 		$181K Sell
48,249
-406
-0.8% -$2.04K ﹤0.01% 1159
2024
Q4 		$284K Hold
48,655
– – ﹤0.01% 891
2024
Q3 		$581K Buy
48,655
+2,407
+5% +$30.8K 0.01% 641
2024
Q2 		$500K Hold
46,248
– – 0.01% 535
2024
Q1 		$524K Hold
46,248
– – 0.01% 504
2023
Q4 		$649K Hold
46,248
– – 0.01% 443
2023
Q3 		$571K Buy
46,248
+41,281
+831% +$421K 0.01% 435
2023
Q2 		$418K Buy
4,967
+459
+10% +$2.77K 0.01% 504
2023
Q1 		$843K Sell
4,508
-41,740
-90% -$170K 0.01% 324
2022
Q4 		$113K Sell
46,248
-450
-1% -$1.31K ﹤0.01% 591
2022
Q3 		$129K Buy
46,698
+450
+1% +$1.91K ﹤0.01% 314
2022
Q2 		$188K Hold
46,248
– – ﹤0.01% 582
2022
Q1 		$197K Hold
46,248
– – ﹤0.01% 578
2021
Q4 		$433K Buy
+46,248
New +$958K 0.01% 387

Other funds holding OLMA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Cormorant Asset Management Boston, Massachusetts $1.99B AUM 737.95% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2B AUM 444.09% 1-Year Est. Return

EP Wealth Advisors's OLMA Position: Q1 2026 in Review

EP Wealth Advisors sold out of Olema Pharmaceuticals (OLMA) in Q1 2026, closing a stake of 10,009 shares — an estimated $250K sold.

EP Wealth Advisors first reported a position in OLMA in Q4 2021 and held it in 16 quarters. The position peaked at $843K in Q1 2023. 195 funds tracked by Wall St. Rank hold OLMA as of Q1 2026.

  • EP Wealth Advisors reported no remaining Olema Pharmaceuticals position as of Q1 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 10,009 Olema Pharmaceuticals shares in Q1 2026, an estimated $250K.
  • EP Wealth Advisors first reported a position in Olema Pharmaceuticals in Q4 2021 and held it in 16 quarters.
  • EP Wealth Advisors's Olema Pharmaceuticals position peaked at $843K in Q1 2023.
  • 195 funds tracked by Wall St. Rank held Olema Pharmaceuticals as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.