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
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

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

LPL Financial's OTLK Position: Q1 2026 in Review

LPL Financial increased its Outlook Therapeutics (OTLK) stake by 54% in Q1 2026, buying an estimated $5.11K and bringing the position to 33,627 shares worth $6.92K. The position accounts for ﹤0.01% of the portfolio, ranked #5940.

LPL Financial first reported a position in OTLK in Q1 2020 and has held it in 19 quarters since. The position peaked at $176K in Q2 2023. 54 funds tracked by Wall St. Rank hold OTLK as of Q1 2026.

  • LPL Financial held 33,627 shares of Outlook Therapeutics worth $6.92K as of Q1 2026.
  • LPL Financial bought 11,833 Outlook Therapeutics shares in Q1 2026, an estimated $5.11K.
  • Outlook Therapeutics made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5940 holding.
  • LPL Financial first reported a position in Outlook Therapeutics in Q1 2020 and has held it in 19 quarters since.
  • LPL Financial's Outlook Therapeutics position peaked at $176K in Q2 2023.
  • 54 funds tracked by Wall St. Rank held Outlook Therapeutics as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.