Raymond James Financial
OTLK icon

Raymond James Financial’s Outlook Therapeutics OTLK Stock Holding History

Raymond James Financial’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 		$5.57K Buy
+27,051
New +$11.7K ﹤0.01% 5270
2025
Q3 		– Sell
-2,851
Closed -$4.56K – 6201
2025
Q2 		$4.56K Buy
+2,851
New +$4.54K ﹤0.01% 6194

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 $145M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $995M AUM 22.79% 1-Year Est. Return
CCM
Connective Capital Management Palo Alto, California $121M AUM 39.82% 1-Year Est. Return

Raymond James Financial's OTLK Position: Q1 2026 in Review

Raymond James Financial opened a new position in Outlook Therapeutics (OTLK) in Q1 2026: 27,051 shares worth $5.57K. The stake represents ﹤0.01% of the portfolio and ranks #5270 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in OTLK as recently as Q2 2025.

Raymond James Financial first reported a position in OTLK in Q2 2025 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold OTLK as of Q1 2026.

  • Raymond James Financial held 27,051 shares of Outlook Therapeutics worth $5.57K as of Q1 2026.
  • Outlook Therapeutics was a new Raymond James Financial position in Q1 2026.
  • Outlook Therapeutics made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #5270 holding.
  • Raymond James Financial first reported a position in Outlook Therapeutics in Q2 2025 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held Outlook Therapeutics as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.