LPL Financial
OTLK icon

LPL Financial’s Outlook Therapeutics OTLK Stock Holding History

LPL Financial’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 		$294K Buy
184,942
+151,315
+450% +$93.8K ﹤0.01% 5476
2026
Q1 		$6.92K Buy
33,627
+11,833
+54% +$5.11K ﹤0.01% 5940
2025
Q4 		$34.4K Sell
21,794
-6,630
-23% -$10.6K ﹤0.01% 5750
2025
Q3 		$30.1K Buy
28,424
+13,297
+88% +$23K ﹤0.01% 5698
2025
Q2 		$24.2K Hold
15,127
– – ﹤0.01% 5449
2025
Q1 		$18.5K Buy
+15,127
New +$26.5K ﹤0.01% 5266
2024
Q4 		– Sell
-11,560
Closed -$61.7K – 5404
2024
Q3 		$61.7K Hold
11,560
– – ﹤0.01% 4970
2024
Q2 		$85.3K Buy
11,560
+500
+5% +$4.01K ﹤0.01% 4766
2024
Q1 		$132K Buy
11,060
+1,000
+10% +$8.09K ﹤0.01% 4617
2023
Q4 		$79.3K Buy
10,060
+5,000
+99% +$42.3K ﹤0.01% 4586
2023
Q3 		$22.4K Hold
5,060
– – ﹤0.01% 4599
2023
Q2 		$176K Hold
5,060
– – ﹤0.01% 4195
2023
Q1 		$110K Hold
5,060
– – ﹤0.01% 4190
2022
Q4 		$109K Hold
5,060
– – ﹤0.01% 4146
2022
Q3 		$123K Sell
5,060
-39
-0.8% -$907 ﹤0.01% 4067
2022
Q2 		$104K Buy
5,099
+2,525
+98% +$72.6K ﹤0.01% 4118
2022
Q1 		$92K Buy
+2,574
New +$80.4K ﹤0.01% 3994
2020
Q4 		– Sell
-1,009
Closed -$15K – 3846
2020
Q3 		$15K Buy
1,009
+135
+15% +$3.01K ﹤0.01% 3516
2020
Q2 		$23K Buy
874
+335
+62% +$5.97K ﹤0.01% 3405
2020
Q1 		$6K Buy
+539
New +$8.94K ﹤0.01% 3189

Other funds holding OTLK

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
GWM
Gilpin Wealth Management Denver, Colorado $145M AUM

LPL Financial's OTLK Position: Q2 2026 in Review

LPL Financial increased its Outlook Therapeutics (OTLK) stake by 450% in Q2 2026, buying an estimated $93.8K and bringing the position to 184,942 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #5476.

LPL Financial first reported a position in OTLK in Q1 2020 and has held it in 20 quarters since. 69 funds tracked by Wall St. Rank hold OTLK as of Q2 2026.

  • LPL Financial held 184,942 shares of Outlook Therapeutics worth $294K as of Q2 2026.
  • LPL Financial bought 151,315 Outlook Therapeutics shares in Q2 2026, an estimated $93.8K.
  • Outlook Therapeutics made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5476 holding.
  • LPL Financial first reported a position in Outlook Therapeutics in Q1 2020 and has held it in 20 quarters since.
  • 69 funds tracked by Wall St. Rank held Outlook Therapeutics as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.