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IFP Advisors’s Outset Medical OM Stock Holding History

IFP Advisors’s Portfolio OM Stock Details OM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$146 Sell
38
-55
-59% -$225 ﹤0.01% 4676
2025
Q4 		$345 Buy
93
+62
+200% +$532 ﹤0.01% 4369
2025
Q3 		$438 Buy
31
+30
+3,000% +$468 ﹤0.01% 4210
2025
Q2 		$19 Sell
1
-16
-94% -$250 ﹤0.01% 4849
2025
Q1 		$20 Buy
17
+15
+750% +$179 ﹤0.01% 4168
2024
Q4 		$38 Hold
2
– – ﹤0.01% 4327
2024
Q3 		$23 Hold
2
– – ﹤0.01% 3269
2024
Q2 		$131 Sell
2
-129
-98% -$6.32K ﹤0.01% 3157
2024
Q1 		$4.35K Sell
131
-1
-0.8% -$51 ﹤0.01% 2496
2023
Q4 		$10.7K Buy
132
+1
+0.8% +$81 ﹤0.01% 2165
2023
Q3 		$21.3K Hold
131
– – ﹤0.01% 1917
2023
Q2 		$43.1K Sell
131
-2
-2% -$610 ﹤0.01% 1672
2023
Q1 		$121K Sell
133
-1
-0.7% -$367 0.01% 1159
2022
Q4 		$121K Hold
134
– – ﹤0.01% 1642
2022
Q3 		$122K Buy
134
+1
+0.8% +$268 ﹤0.01% 1716
2022
Q2 		$121K Hold
133
– – ﹤0.01% 1565
2022
Q1 		$121K Buy
133
+15
+13% +$9.03K ﹤0.01% 1565
2021
Q4 		$82K Buy
+118
New +$87.3K ﹤0.01% 1349

Other funds holding OM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $156M AUM 129.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

IFP Advisors's OM Position: Q1 2026 in Review

IFP Advisors reduced its Outset Medical (OM) stake by 59% in Q1 2026, selling an estimated $225 and leaving 38 shares worth $146. The position accounts for ﹤0.01% of the portfolio, ranked #4676.

IFP Advisors first reported a position in OM in Q4 2021 and has held it in 18 quarters since. The position peaked at $122K in Q3 2022. 99 funds tracked by Wall St. Rank hold OM as of Q1 2026.

  • IFP Advisors held 38 shares of Outset Medical worth $146 as of Q1 2026.
  • IFP Advisors sold 55 Outset Medical shares in Q1 2026, an estimated $225.
  • Outset Medical made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #4676 holding.
  • IFP Advisors first reported a position in Outset Medical in Q4 2021 and has held it in 18 quarters since.
  • IFP Advisors's Outset Medical position peaked at $122K in Q3 2022.
  • 99 funds tracked by Wall St. Rank held Outset Medical as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.