LPL Financial
OTLY icon

LPL Financial’s Oatly Group OTLY Stock Holding History

LPL Financial’s Portfolio OTLY Stock Details OTLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,584
Closed -$21K – 5470
2024
Q4 		$21K Sell
1,584
-27
-2% -$398 ﹤0.01% 5196
2024
Q3 		$27.5K Sell
1,611
-40
-2% -$751 ﹤0.01% 5057
2024
Q2 		$31K Sell
1,651
-33
-2% -$701 ﹤0.01% 4895
2024
Q1 		$38K Sell
1,684
-8
-0.5% -$180 ﹤0.01% 4792
2023
Q4 		$39.9K Sell
1,692
-189
-10% -$3.12K ﹤0.01% 4675
2023
Q3 		$33.7K Sell
1,881
-96
-5% -$2.79K ﹤0.01% 4561
2023
Q2 		$81K Buy
1,977
+120
+6% +$4.91K ﹤0.01% 4359
2023
Q1 		$89.9K Sell
1,857
-92
-5% -$4.3K ﹤0.01% 4226
2022
Q4 		$67.8K Sell
1,949
-7
-0.4% -$267 ﹤0.01% 4232
2022
Q3 		$103K Sell
1,956
-159
-8% -$11K ﹤0.01% 4101
2022
Q2 		$146K Buy
+2,115
New +$165K ﹤0.01% 4035
2022
Q1 		– Sell
-997
Closed -$159K – 4341
2021
Q4 		$159K Buy
+997
New +$220K ﹤0.01% 4039
2021
Q3 		– Sell
-462
Closed -$226K – 4395
2021
Q2 		$226K Buy
+462
New +$230K ﹤0.01% 3817

Other funds holding OTLY

Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RBI
Raiffeisen Bank International Vienna, Austria $8.53B AUM 46.94% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $40.6B AUM 38.65% 1-Year Est. Return
SAM
Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

LPL Financial's OTLY Position: Q1 2025 in Review

LPL Financial sold out of Oatly Group (OTLY) in Q1 2025, closing a stake of 1,584 shares — an estimated $21K sold.

LPL Financial first reported a position in OTLY in Q2 2021 and held it in 13 quarters. The position peaked at $226K in Q2 2021. 59 funds tracked by Wall St. Rank hold OTLY as of Q1 2025.

  • LPL Financial reported no remaining Oatly Group position as of Q1 2025 after selling out during the quarter.
  • LPL Financial sold 1,584 Oatly Group shares in Q1 2025, an estimated $21K.
  • LPL Financial first reported a position in Oatly Group in Q2 2021 and held it in 13 quarters.
  • LPL Financial's Oatly Group position peaked at $226K in Q2 2021.
  • 59 funds tracked by Wall St. Rank held Oatly Group as of Q1 2025.

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