Steward Partners Investment Advisory’s Outset Medical OM Stock Holding History

Steward Partners Investment Advisory’s Portfolio OM Stock Details OM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-500	Closed	-$1.92K	–	4806
2026 Q1	$1.92K	Hold	500	–	–	﹤0.01%	4068
2025 Q4	$1.85K	Hold	500	–	–	﹤0.01%	3979
2025 Q3	$7.06K	Sell	500 -660	-57%	-$10.3K	﹤0.01%	3537
2025 Q2	$22.3K	Hold	1,160	–	–	﹤0.01%	2870
2025 Q1	$12.8K	Hold	1,160	–	–	﹤0.01%	2987
2024 Q4	$19.3K	Hold	1,160	–	–	﹤0.01%	2817
2024 Q3	$11.8K	Buy	1,160 +1,000	+625%	+$29.7K	﹤0.01%	2884
2024 Q2	$9.24K	Hold	160	–	–	﹤0.01%	2845
2024 Q1	$5.33K	Buy	+160	New	+$8.1K	﹤0.01%	3023

Other funds holding OM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BCM

BML Capital Management Zionsville, Indiana $176M AUM 123.21% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PHS

PFM Health Sciences San Francisco, California $1.17B AUM 92.19% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

Steward Partners Investment Advisory's OM Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of Outset Medical (OM) in Q2 2026, closing a stake of 500 shares — an estimated $1.92K sold.

Steward Partners Investment Advisory first reported a position in OM in Q1 2024 and held it in 9 quarters. The position peaked at $22.3K in Q2 2025. 93 funds tracked by Wall St. Rank hold OM as of Q2 2026.

Steward Partners Investment Advisory reported no remaining Outset Medical position as of Q2 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 500 Outset Medical shares in Q2 2026, an estimated $1.92K.
Steward Partners Investment Advisory first reported a position in Outset Medical in Q1 2024 and held it in 9 quarters.
Steward Partners Investment Advisory's Outset Medical position peaked at $22.3K in Q2 2025.
93 funds tracked by Wall St. Rank held Outset Medical as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.