Essential Partners
OM icon

Essential Partners’s Outset Medical OM Stock Holding History

Essential Partners’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
2026
Q3 		$429 Sell
143
-261
-65% -$1.06K ﹤0.01% 2439
2026
Q2 		$1.74K Sell
404
-2,101
-84% -$9.19K ﹤0.01% 2034
2026
Q1 		$9.6K Buy
2,505
+2,383
+1,953% +$9.8K ﹤0.01% 1276
2025
Q4 		$453 Buy
122
+110
+917% +$944 ﹤0.01% 2252
2025
Q3 		$169 Buy
+12
New +$187 ﹤0.01% 2421

Other funds holding OM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Adirondack Trust Company
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Essential Partners's OM Position: Q3 2026 in Review

Essential Partners reduced its Outset Medical (OM) stake by 65% in Q3 2026, selling an estimated $1.06K and leaving 143 shares worth $429. The position accounts for ﹤0.01% of the portfolio, ranked #2439.

Essential Partners first reported a position in OM in Q3 2025 and has held it in 5 quarters since. The position peaked at $9.6K in Q1 2026. 8 funds tracked by Wall St. Rank hold OM as of Q3 2026.

  • Essential Partners held 143 shares of Outset Medical worth $429 as of Q3 2026.
  • Essential Partners sold 261 Outset Medical shares in Q3 2026, an estimated $1.06K.
  • Outset Medical made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2439 holding.
  • Essential Partners first reported a position in Outset Medical in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's Outset Medical position peaked at $9.6K in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Outset Medical as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.