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 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 $1.9T AUM 41.92% 1-Year Est. Return

BCM

BML Capital Management Zionsville, Indiana $156M AUM 129.82% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PHS

PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Steward Partners Investment Advisory's OM Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Outset Medical (OM) position steady in Q1 2026 at 500 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #4068.

Steward Partners Investment Advisory first reported a position in OM in Q1 2024 and has held it in 9 quarters since. The position peaked at $22.3K in Q2 2025. 99 funds tracked by Wall St. Rank hold OM as of Q1 2026.

Steward Partners Investment Advisory held 500 shares of Outset Medical worth $1.92K as of Q1 2026.
Steward Partners Investment Advisory left its Outset Medical share count unchanged in Q1 2026.
Outset Medical made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #4068 holding.
Steward Partners Investment Advisory first reported a position in Outset Medical in Q1 2024 and has held it in 9 quarters since.
Steward Partners Investment Advisory's Outset Medical position peaked at $22.3K in Q2 2025.
99 funds tracked by Wall St. Rank held Outset Medical as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.