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Gilpin Wealth Management’s Outlook Therapeutics OTLK Stock Holding History

Gilpin Wealth Management’s Portfolio OTLK Stock Details OTLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Hold
0
– – – 151
2026
Q1 		– Hold
0
– – – 239

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RFM
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CKAIS
Christensen King & Associates Investment Services Richland, Washington $252M AUM 20.51% 1-Year Est. Return
FCC
Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

Gilpin Wealth Management's OTLK Position: Q2 2026 in Review

Gilpin Wealth Management reduced its Outlook Therapeutics (OTLK) stake by 7.5% in Q2 2026, selling an estimated $28K and leaving 555,000 shares worth $882K. The position accounts for 0.61% of the portfolio, ranked #50.

Gilpin Wealth Management first reported a position in OTLK in Q4 2025 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold OTLK as of Q2 2026.

  • Gilpin Wealth Management held 555,000 shares of Outlook Therapeutics worth $882K as of Q2 2026.
  • Gilpin Wealth Management sold 45,162 Outlook Therapeutics shares in Q2 2026, an estimated $28K.
  • Outlook Therapeutics made up 0.61% of Gilpin Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Gilpin Wealth Management first reported a position in Outlook Therapeutics in Q4 2025 and has held it in 3 quarters since.
  • 16 funds tracked by Wall St. Rank held Outlook Therapeutics as of Q2 2026.

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