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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s ODDITY Tech ODD Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio ODD Stock Details ODD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,742
Closed -$231K – 553
2025
Q4 		$231K Buy
5,742
+3,593
+167% +$162K 0.07% 161
2025
Q3 		$134K Buy
+2,149
New +$140K 0.04% 184

Other funds holding ODD

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CMC
Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MP
MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ODD Position: Q1 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of ODDITY Tech (ODD) in Q1 2026, closing a stake of 5,742 shares — an estimated $231K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ODD in Q3 2025 and held it in 2 quarters. The position peaked at $231K in Q4 2025. 147 funds tracked by Wall St. Rank hold ODD as of Q1 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining ODDITY Tech position as of Q1 2026 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 5,742 ODDITY Tech shares in Q1 2026, an estimated $231K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ODDITY Tech in Q3 2025 and held it in 2 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ODDITY Tech position peaked at $231K in Q4 2025.
  • 147 funds tracked by Wall St. Rank held ODDITY Tech as of Q1 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2026, filed 7 Aug 2026.