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SHP Wealth Management’s Outlook Therapeutics OTLK Stock Holding History

SHP Wealth Management’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
-59
Closed -$93 – 1888
2025
Q4 		$93 Buy
+59
New +$94 ﹤0.01% 1504

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

SHP Wealth Management's OTLK Position: Q1 2026 in Review

SHP Wealth Management sold out of Outlook Therapeutics (OTLK) in Q1 2026, closing a stake of 59 shares — an estimated $93 sold.

SHP Wealth Management first reported a position in OTLK in Q4 2025 and held it in 1 quarter. The position peaked at $93 in Q4 2025. 54 funds tracked by Wall St. Rank hold OTLK as of Q1 2026.

  • SHP Wealth Management reported no remaining Outlook Therapeutics position as of Q1 2026 after selling out during the quarter.
  • SHP Wealth Management sold 59 Outlook Therapeutics shares in Q1 2026, an estimated $93.
  • SHP Wealth Management first reported a position in Outlook Therapeutics in Q4 2025 and held it in 1 quarter.
  • SHP Wealth Management's Outlook Therapeutics position peaked at $93 in Q4 2025.
  • 54 funds tracked by Wall St. Rank held Outlook Therapeutics as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.