Oppenheimer & Co
OTLK icon

Oppenheimer & Co’s Outlook Therapeutics OTLK Stock Holding History

Oppenheimer & Co’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
Q3 		$9.46K Buy
16,500
+2,500
+18% +$2.38K ﹤0.01% 1748
2026
Q2 		$22.3K Sell
14,000
-1,500
-10% -$930 ﹤0.01% 1753
2026
Q1 		$3.19K Buy
+15,500
New +$6.7K ﹤0.01% 1681
2025
Q4 		– Sell
-13,000
Closed -$13.8K – 1696
2025
Q3 		$13.8K Sell
13,000
-1,700
-12% -$2.94K ﹤0.01% 1643
2025
Q2 		$23.5K Buy
14,700
+1,200
+9% +$1.91K ﹤0.01% 1592
2025
Q1 		$16.5K Buy
+13,500
New +$23.7K ﹤0.01% 1555
2024
Q1 		– Sell
-1,055
Closed -$8.31K – 1494
2023
Q4 		$8.31K Sell
1,055
-175
-14% -$1.48K ﹤0.01% 1382
2023
Q3 		$5.44K Buy
1,230
+550
+81% +$12.2K ﹤0.01% 1374
2023
Q2 		$23.7K Sell
680
-460
-40% -$12.5K ﹤0.01% 1400
2023
Q1 		$24.9K Buy
1,140
+25
+2% +$559 ﹤0.01% 1359
2022
Q4 		$24.1K Buy
1,115
+215
+24% +$4.68K ﹤0.01% 1329
2022
Q3 		$22K Buy
900
+200
+29% +$4.65K ﹤0.01% 1342
2022
Q2 		$14K Buy
+700
New +$20.1K ﹤0.01% 1395
2022
Q1 		– Sell
-1,105
Closed -$30K – 1553
2021
Q4 		$30K Buy
1,105
+460
+71% +$16.4K ﹤0.01% 1478
2021
Q3 		$28K Sell
645
-35
-5% -$1.69K ﹤0.01% 1479
2021
Q2 		$34K Buy
680
+25
+4% +$1.16K ﹤0.01% 1494
2021
Q1 		$29K Buy
+655
New +$25.1K ﹤0.01% 1425
2020
Q4 		– Sell
-500
Closed -$7K – 1385
2020
Q3 		$7K Buy
+500
New +$11.1K ﹤0.01% 1273
2020
Q2 		– Sell
-575
Closed -$7K – 1302
2020
Q1 		$7K Buy
+575
New +$9.5K ﹤0.01% 1186

Other funds holding OTLK

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Gilpin Wealth Management
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Royal Fund Management
Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Christensen King & Associates Investment Services
Christensen King & Associates Investment Services Richland, Washington $276M AUM 13.14% 1-Year Est. Return
Flower City Capital
Flower City Capital Pittsford, New York $234M AUM 15.69% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Oppenheimer & Co's OTLK Position: Q3 2026 in Review

Oppenheimer & Co increased its Outlook Therapeutics (OTLK) stake by 18% in Q3 2026, buying an estimated $2.38K and bringing the position to 16,500 shares worth $9.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

Oppenheimer & Co first reported a position in OTLK in Q1 2020 and has held it in 19 quarters since. The position peaked at $34K in Q2 2021. 38 funds tracked by Wall St. Rank hold OTLK as of Q3 2026.

  • Oppenheimer & Co held 16,500 shares of Outlook Therapeutics worth $9.46K as of Q3 2026.
  • Oppenheimer & Co bought 2,500 Outlook Therapeutics shares in Q3 2026, an estimated $2.38K.
  • Outlook Therapeutics made up ﹤0.01% of Oppenheimer & Co's portfolio in Q3 2026, its #1748 holding.
  • Oppenheimer & Co first reported a position in Outlook Therapeutics in Q1 2020 and has held it in 19 quarters since.
  • Oppenheimer & Co's Outlook Therapeutics position peaked at $34K in Q2 2021.
  • 38 funds tracked by Wall St. Rank held Outlook Therapeutics as of Q3 2026.

Based on Oppenheimer & Co's 13F filing for Q3 2026, filed 26 Oct 2026.