NewEdge Advisors’s Outlook Therapeutics OTLK Stock Holding History

NewEdge 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 Q2	$26.6K	Buy	+16,722	New	+$10.4K	﹤0.01%	3280
2021 Q2	–	Sell	-1,000	Closed	-$45K	–	1180
2021 Q1	$45K	Hold	1,000	–	–	﹤0.01%	1018
2020 Q4	$26K	Buy	+1,000	New	+$20.9K	﹤0.01%	967

Other funds holding OTLK

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

GWM

Gilpin Wealth Management Denver, Colorado $145M AUM

NewEdge Advisors's OTLK Position: Q2 2026 in Review

NewEdge Advisors opened a new position in Outlook Therapeutics (OTLK) in Q2 2026: 16,722 shares worth $26.6K. The stake represents ﹤0.01% of the portfolio and ranks #3280 among its holdings. This is a return to the name: NewEdge Advisors previously reported a position in OTLK as recently as Q1 2021.

NewEdge Advisors first reported a position in OTLK in Q4 2020 and has held it in 3 quarters since. The position peaked at $45K in Q1 2021. 69 funds tracked by Wall St. Rank hold OTLK as of Q2 2026.

NewEdge Advisors held 16,722 shares of Outlook Therapeutics worth $26.6K as of Q2 2026.
Outlook Therapeutics was a new NewEdge Advisors position in Q2 2026.
Outlook Therapeutics made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3280 holding.
NewEdge Advisors first reported a position in Outlook Therapeutics in Q4 2020 and has held it in 3 quarters since.
NewEdge Advisors's Outlook Therapeutics position peaked at $45K in Q1 2021.
69 funds tracked by Wall St. Rank held Outlook Therapeutics as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.