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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
Q2 		$46.9K Buy
29,500
+29,486
+210,614% +$18.3K ﹤0.01% 2986
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
GWM
Gilpin Wealth Management Denver, Colorado $145M AUM

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

Steward Partners Investment Advisory increased its Outlook Therapeutics (OTLK) stake by 210,614% in Q2 2026, buying an estimated $18.3K and bringing the position to 29,500 shares worth $46.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2986.

Steward Partners Investment Advisory first reported a position in OTLK in Q1 2024 and has held it in 10 quarters since. The position peaked at $586K in Q2 2025. 68 funds tracked by Wall St. Rank hold OTLK as of Q2 2026.

  • Steward Partners Investment Advisory held 29,500 shares of Outlook Therapeutics worth $46.9K as of Q2 2026.
  • Steward Partners Investment Advisory bought 29,486 Outlook Therapeutics shares in Q2 2026, an estimated $18.3K.
  • Outlook Therapeutics made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2986 holding.
  • Steward Partners Investment Advisory first reported a position in Outlook Therapeutics in Q1 2024 and has held it in 10 quarters since.
  • Steward Partners Investment Advisory's Outlook Therapeutics position peaked at $586K in Q2 2025.
  • 68 funds tracked by Wall St. Rank held Outlook Therapeutics as of Q2 2026.

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