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 Q2	–	Sell	-50	Closed	-$10	–	5250
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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

GWM

Gilpin Wealth Management Denver, Colorado $145M AUM

IFP Advisors's OTLK Position: Q2 2026 in Review

IFP Advisors sold out of Outlook Therapeutics (OTLK) in Q2 2026, closing a stake of 50 shares — an estimated $10 sold.

IFP Advisors first reported a position in OTLK in Q4 2024 and held it in 3 quarters. The position peaked at $79 in Q4 2025. 69 funds tracked by Wall St. Rank hold OTLK as of Q2 2026.

IFP Advisors reported no remaining Outlook Therapeutics position as of Q2 2026 after selling out during the quarter.
IFP Advisors sold 50 Outlook Therapeutics shares in Q2 2026, an estimated $10.
IFP Advisors first reported a position in Outlook Therapeutics in Q4 2024 and held it in 3 quarters.
IFP Advisors's Outlook Therapeutics position peaked at $79 in Q4 2025.
69 funds tracked by Wall St. Rank held Outlook Therapeutics as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.