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EverSource Wealth Advisors’s Outset Medical OM Stock Holding History

EverSource Wealth Advisors’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
Q1 		$4.04K Buy
1,051
+801
+320% +$3.28K ﹤0.01% 3358
2025
Q4 		$927 Buy
250
+206
+468% +$1.77K ﹤0.01% 3726
2025
Q3 		$621 Buy
+44
New +$686 ﹤0.01% 3891
2024
Q3 		– Sell
-16
Closed -$852 – 3094
2024
Q2 		$852 Buy
16
+1
+7% +$49 ﹤0.01% 2771
2024
Q1 		$567 Hold
15
– – ﹤0.01% 2685
2023
Q4 		$1.21K Buy
+15
New +$1.22K ﹤0.01% 2334

Other funds holding OM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $156M AUM 129.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

EverSource Wealth Advisors's OM Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Outset Medical (OM) stake by 320% in Q1 2026, buying an estimated $3.28K and bringing the position to 1,051 shares worth $4.04K. The position accounts for ﹤0.01% of the portfolio, ranked #3358.

EverSource Wealth Advisors first reported a position in OM in Q4 2023 and has held it in 6 quarters since. 99 funds tracked by Wall St. Rank hold OM as of Q1 2026.

  • EverSource Wealth Advisors held 1,051 shares of Outset Medical worth $4.04K as of Q1 2026.
  • EverSource Wealth Advisors bought 801 Outset Medical shares in Q1 2026, an estimated $3.28K.
  • Outset Medical made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3358 holding.
  • EverSource Wealth Advisors first reported a position in Outset Medical in Q4 2023 and has held it in 6 quarters since.
  • 99 funds tracked by Wall St. Rank held Outset Medical as of Q1 2026.

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