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Steward Partners Investment Advisory’s Outlook Therapeutics OTLK Stock Holding History

Steward Partners Investment Advisory’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 		$3 Hold
14
– – ﹤0.01% 4409
2025
Q4 		$22 Hold
14
– – ﹤0.01% 4273
2025
Q3 		$15 Sell
14
-366,187
-100% -$633K ﹤0.01% 4239
2025
Q2 		$586K Hold
366,201
– – ﹤0.01% 1219
2025
Q1 		$447K Buy
366,201
+366,187
+2,615,621% +$642K ﹤0.01% 1268
2024
Q4 		$26 Hold
14
– – ﹤0.01% 3951
2024
Q3 		$75 Hold
14
– – ﹤0.01% 3676
2024
Q2 		$103 Hold
14
– – ﹤0.01% 3555
2024
Q1 		$167 Buy
+14
New +$113 ﹤0.01% 3480

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 $5.72T AUM 30.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $693M AUM 31.93% 1-Year Est. Return
CCM
Connective Capital Management Palo Alto, California $121M AUM 39.82% 1-Year Est. Return

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

Steward Partners Investment Advisory held its Outlook Therapeutics (OTLK) position steady in Q1 2026 at 14 shares worth $3. The position accounts for ﹤0.01% of the portfolio, ranked #4409.

Steward Partners Investment Advisory first reported a position in OTLK in Q1 2024 and has held it in 9 quarters since. The position peaked at $586K in Q2 2025. 54 funds tracked by Wall St. Rank hold OTLK as of Q1 2026.

  • Steward Partners Investment Advisory held 14 shares of Outlook Therapeutics worth $3 as of Q1 2026.
  • Steward Partners Investment Advisory left its Outlook Therapeutics share count unchanged in Q1 2026.
  • Outlook Therapeutics made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #4409 holding.
  • Steward Partners Investment Advisory first reported a position in Outlook Therapeutics in Q1 2024 and has held it in 9 quarters since.
  • Steward Partners Investment Advisory's Outlook Therapeutics position peaked at $586K in Q2 2025.
  • 54 funds tracked by Wall St. Rank held Outlook Therapeutics as of Q1 2026.

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