EWA
OTLY

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
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 $25.6B AUM 26.83% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $34.8B AUM 25.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RS
R Squared Central, Hong Kong $182M AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Oatly Group (OTLY) stake by 90% in Q1 2026, selling an estimated $2.11K and leaving 22 shares worth $223. The position accounts for ﹤0.01% of the portfolio, ranked #4185.

EverSource Wealth Advisors first reported a position in OTLY in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.08K in Q3 2025. 64 funds tracked by Wall St. Rank hold OTLY as of Q1 2026.

  • EverSource Wealth Advisors held 22 shares of Oatly Group worth $223 as of Q1 2026.
  • EverSource Wealth Advisors sold 190 Oatly Group shares in Q1 2026, an estimated $2.11K.
  • Oatly Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #4185 holding.
  • EverSource Wealth Advisors first reported a position in Oatly Group in Q3 2025 and has held it in 3 quarters since.
  • EverSource Wealth Advisors's Oatly Group position peaked at $3.08K in Q3 2025.
  • 64 funds tracked by Wall St. Rank held Oatly Group as of Q1 2026.

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