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LVW Advisors’s Outlook Therapeutics OTLK Stock Holding History

LVW 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
Q1 		– Sell
-48,235
Closed -$76.2K – 451
2025
Q4 		$76.2K Hold
48,235
– – 0.01% 340
2025
Q3 		$51.1K Buy
48,235
+27,235
+130% +$47.1K 0.01% 347
2025
Q2 		$33.6K Buy
+21,000
New +$33.5K ﹤0.01% 329
2024
Q4 		– Sell
-47,730
Closed -$255K – 327
2024
Q3 		$255K Hold
47,730
– – 0.03% 269
2024
Q2 		$352K Buy
+47,730
New +$383K 0.05% 209
2023
Q3 		– Sell
-86,682
Closed -$3.02M – 228
2023
Q2 		$3.02M Hold
86,682
– – 0.58% 44
2023
Q1 		$1.89M Hold
86,682
– – 0.37% 62
2022
Q4 		$1.87M Hold
86,682
– – 0.38% 65
2022
Q3 		$2.12M Hold
86,682
– – 0.47% 57
2022
Q2 		$1.77M Sell
86,682
-500
-0.6% -$14.4K 0.36% 63
2022
Q1 		$3.1M Hold
87,182
– – 0.52% 53
2021
Q4 		$2.37M Hold
87,182
– – 0.4% 55
2021
Q3 		$3.78M Hold
87,182
– – 0.65% 43
2021
Q2 		$4.34M Hold
87,182
– – 0.77% 36
2021
Q1 		$3.92M Hold
87,182
– – 0.75% 37
2020
Q4 		$2.27M Hold
87,182
– – 0.45% 54
2020
Q3 		$1.25M Buy
87,182
+53,424
+158% +$1.19M 0.28% 63
2020
Q2 		$871K Buy
33,758
+11,923
+55% +$213K 0.21% 72
2020
Q1 		$263K Hold
21,835
– – 0.07% 131
2019
Q4 		$258K Buy
21,835
+2,381
+12% +$55.4K 0.06% 154
2019
Q3 		$580K Buy
19,454
+5,314
+38% +$205K 0.14% 93
2019
Q2 		$588K Buy
+14,140
New +$659K 0.16% 85

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

LVW Advisors's OTLK Position: Q1 2026 in Review

LVW Advisors sold out of Outlook Therapeutics (OTLK) in Q1 2026, closing a stake of 48,235 shares — an estimated $76.2K sold.

LVW Advisors first reported a position in OTLK in Q2 2019 and held it in 22 quarters. The position peaked at $4.34M in Q2 2021. 54 funds tracked by Wall St. Rank hold OTLK as of Q1 2026.

  • LVW Advisors reported no remaining Outlook Therapeutics position as of Q1 2026 after selling out during the quarter.
  • LVW Advisors sold 48,235 Outlook Therapeutics shares in Q1 2026, an estimated $76.2K.
  • LVW Advisors first reported a position in Outlook Therapeutics in Q2 2019 and held it in 22 quarters.
  • LVW Advisors's Outlook Therapeutics position peaked at $4.34M in Q2 2021.
  • 54 funds tracked by Wall St. Rank held Outlook Therapeutics as of Q1 2026.

Based on LVW Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.