Global Retirement Partners’s Oatly Group OTLY Stock Holding History

Global Retirement Partners’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
2025 Q3	–	Sell	-11	Closed	-$131	–	3978
2025 Q2	$131	Buy	+11	New	+$116	﹤0.01%	3702
2024 Q4	$155	Hold	12	–	–	﹤0.01%	3527
2024 Q3	$200	Hold	12	–	–	﹤0.01%	3374
2024 Q2	$220	Hold	12	–	–	﹤0.01%	3406
2024 Q1	$264	Hold	12	–	–	﹤0.01%	3233
2023 Q4	$248	Buy	+12	New	+$198	﹤0.01%	3202

Other funds holding OTLY

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $38.1B AUM

HCM

Heights Capital Management San Francisco, California $359M AUM 7.93% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SAM

Storebrand Asset Management Lysaker, Norway $34.8B AUM 25.49% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SAM

Shikiar Asset Management New York $347M AUM 23.44% 1-Year Est. Return

IEFM

IQ EQ Fund Management Dublin 2, Ireland $1.32B AUM 31.52% 1-Year Est. Return

Global Retirement Partners's OTLY Position: Q3 2025 in Review

Global Retirement Partners sold out of Oatly Group (OTLY) in Q3 2025, closing a stake of 11 shares — an estimated $131 sold.

Global Retirement Partners first reported a position in OTLY in Q4 2023 and held it in 6 quarters. The position peaked at $264 in Q1 2024. 68 funds tracked by Wall St. Rank hold OTLY as of Q3 2025.

Global Retirement Partners reported no remaining Oatly Group position as of Q3 2025 after selling out during the quarter.
Global Retirement Partners sold 11 Oatly Group shares in Q3 2025, an estimated $131.
Global Retirement Partners first reported a position in Oatly Group in Q4 2023 and held it in 6 quarters.
Global Retirement Partners's Oatly Group position peaked at $264 in Q1 2024.
68 funds tracked by Wall St. Rank held Oatly Group as of Q3 2025.

Based on Global Retirement Partners's 13F filing for Q3 2025, filed 21 Oct 2025.