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EverSource Wealth Advisors’s Oatly Group OTLY Stock Holding History

EverSource Wealth Advisors’s Portfolio OTLY Stock Details OTLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$206 Hold
22
– – ﹤0.01% 4249
2026
Q1 		$223 Sell
22
-190
-90% -$2.11K ﹤0.01% 4185
2025
Q4 		$2.27K Buy
212
+22
+12% +$291 ﹤0.01% 3463
2025
Q3 		$3.08K Buy
+190
New +$3.06K ﹤0.01% 3358

Other funds holding OTLY

Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $40.6B AUM 38.65% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
MS
Maven Securities St Helier, Jersey $5.06B AUM 59.27% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $17B AUM 39.66% 1-Year Est. Return
SAM
Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EverSource Wealth Advisors's OTLY Position: Q2 2026 in Review

EverSource Wealth Advisors held its Oatly Group (OTLY) position steady in Q2 2026 at 22 shares worth $206. The position accounts for ﹤0.01% of the portfolio, ranked #4249.

EverSource Wealth Advisors first reported a position in OTLY in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.08K in Q3 2025. 62 funds tracked by Wall St. Rank hold OTLY as of Q2 2026.

  • EverSource Wealth Advisors held 22 shares of Oatly Group worth $206 as of Q2 2026.
  • EverSource Wealth Advisors left its Oatly Group share count unchanged in Q2 2026.
  • Oatly Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4249 holding.
  • EverSource Wealth Advisors first reported a position in Oatly Group in Q3 2025 and has held it in 4 quarters since.
  • EverSource Wealth Advisors's Oatly Group position peaked at $3.08K in Q3 2025.
  • 62 funds tracked by Wall St. Rank held Oatly Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.