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IFP Advisors’s Outlook Therapeutics OTLK Stock Holding History

IFP Advisors’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
Q1 		$10 Hold
50
– – ﹤0.01% 4964
2025
Q4 		$79 Buy
+50
New +$80 ﹤0.01% 4642
2025
Q1 		– Sell
-3
Closed -$6 – 4548
2024
Q4 		$6 Buy
+3
New +$12 ﹤0.01% 4555

Other funds holding OTLK

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $126M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NMC
Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return
CCM
Connective Capital Management Palo Alto, California $121M AUM 39.82% 1-Year Est. Return

IFP Advisors's OTLK Position: Q1 2026 in Review

IFP Advisors held its Outlook Therapeutics (OTLK) position steady in Q1 2026 at 50 shares worth $10. The position accounts for ﹤0.01% of the portfolio, ranked #4964.

IFP Advisors first reported a position in OTLK in Q4 2024 and has held it in 3 quarters since. The position peaked at $79 in Q4 2025. 54 funds tracked by Wall St. Rank hold OTLK as of Q1 2026.

  • IFP Advisors held 50 shares of Outlook Therapeutics worth $10 as of Q1 2026.
  • IFP Advisors left its Outlook Therapeutics share count unchanged in Q1 2026.
  • Outlook Therapeutics made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #4964 holding.
  • IFP Advisors first reported a position in Outlook Therapeutics in Q4 2024 and has held it in 3 quarters since.
  • IFP Advisors's Outlook Therapeutics position peaked at $79 in Q4 2025.
  • 54 funds tracked by Wall St. Rank held Outlook Therapeutics as of Q1 2026.

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