GoalVest Advisory’s Outlook Therapeutics OTLK Stock Holding History

GoalVest Advisory’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	$4.77K	Buy	+3,000	New	+$1.86K	﹤0.01%	384

Other funds holding OTLK

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

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

GoalVest Advisory's OTLK Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Outlook Therapeutics (OTLK) in Q2 2026: 3,000 shares worth $4.77K. The stake represents ﹤0.01% of the portfolio and ranks #384 among its holdings.

6 funds tracked by Wall St. Rank hold OTLK as of Q2 2026.

GoalVest Advisory held 3,000 shares of Outlook Therapeutics worth $4.77K as of Q2 2026.
Outlook Therapeutics was a new GoalVest Advisory position in Q2 2026.
Outlook Therapeutics made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #384 holding.
6 funds tracked by Wall St. Rank held Outlook Therapeutics as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.