PS
OTLY

Principal Securities’s Oatly Group OTLY Stock Holding History

Principal Securities’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
Q4 		– Sell
-81
Closed -$1.31K – 2841
2025
Q3 		$1.31K Sell
81
-21
-21% -$338 ﹤0.01% 3331
2025
Q2 		$1.21K Sell
102
-1,829
-95% -$19.3K ﹤0.01% 3286
2025
Q1 		$1.28K Buy
1,931
+1,834
+1,891% +$19.9K ﹤0.01% 3152
2024
Q4 		$1.28K Hold
97
– – ﹤0.01% 3146
2024
Q3 		$1.65K Buy
97
+20
+26% +$376 ﹤0.01% 3008
2024
Q2 		$1.44K Sell
77
-10
-11% -$213 ﹤0.01% 2991
2024
Q1 		$1.96K Sell
87
-17
-16% -$382 ﹤0.01% 2880
2023
Q4 		$2.45K Buy
+104
New +$1.72K ﹤0.01% 2758

Other funds holding OTLY

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $40.6B AUM 38.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SAM
Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Principal Securities's OTLY Position: Q4 2025 in Review

Principal Securities sold out of Oatly Group (OTLY) in Q4 2025, closing a stake of 81 shares — an estimated $1.31K sold.

Principal Securities first reported a position in OTLY in Q4 2023 and held it in 8 quarters. The position peaked at $2.45K in Q4 2023. 60 funds tracked by Wall St. Rank hold OTLY as of Q4 2025.

  • Principal Securities reported no remaining Oatly Group position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 81 Oatly Group shares in Q4 2025, an estimated $1.31K.
  • Principal Securities first reported a position in Oatly Group in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Oatly Group position peaked at $2.45K in Q4 2023.
  • 60 funds tracked by Wall St. Rank held Oatly Group as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.