LPL Financial
OM icon

LPL Financial’s Outset Medical OM Stock Holding History

LPL Financial’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
2025
Q1 		– Sell
-1,359
Closed -$22.6K – 5468
2024
Q4 		$22.6K Sell
1,359
-1,333
-50% -$16.6K ﹤0.01% 5185
2024
Q3 		$27.3K Sell
2,692
-561
-17% -$16.7K ﹤0.01% 5058
2024
Q2 		$188K Buy
3,253
+823
+34% +$40.3K ﹤0.01% 4590
2024
Q1 		$80.9K Buy
2,430
+1,587
+188% +$80.4K ﹤0.01% 4711
2023
Q4 		$68.4K Buy
+843
New +$68.6K ﹤0.01% 4610

Other funds holding OM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return

LPL Financial's OM Position: Q1 2025 in Review

LPL Financial sold out of Outset Medical (OM) in Q1 2025, closing a stake of 1,359 shares — an estimated $22.6K sold.

LPL Financial first reported a position in OM in Q4 2023 and held it in 5 quarters. The position peaked at $188K in Q2 2024. 61 funds tracked by Wall St. Rank hold OM as of Q1 2025.

  • LPL Financial reported no remaining Outset Medical position as of Q1 2025 after selling out during the quarter.
  • LPL Financial sold 1,359 Outset Medical shares in Q1 2025, an estimated $22.6K.
  • LPL Financial first reported a position in Outset Medical in Q4 2023 and held it in 5 quarters.
  • LPL Financial's Outset Medical position peaked at $188K in Q2 2024.
  • 61 funds tracked by Wall St. Rank held Outset Medical as of Q1 2025.

Based on LPL Financial's 13F filing for Q1 2025, filed 7 May 2025.