SPIA
OTLY

Steward Partners Investment Advisory’s Oatly Group OTLY Stock Holding History

Steward Partners Investment Advisory’s Portfolio OTLY Stock Details OTLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.8K Hold
1,160
– – ﹤0.01% 3697
2026
Q1 		$11.8K Hold
1,160
– – ﹤0.01% 3482
2025
Q4 		$12.4K Hold
1,160
– – ﹤0.01% 3352
2025
Q3 		$18.8K Hold
1,160
– – ﹤0.01% 3118
2025
Q2 		$13.8K Hold
1,160
– – ﹤0.01% 3062
2025
Q1 		$11.4K Hold
1,160
– – ﹤0.01% 3027
2024
Q4 		$15.4K Buy
1,160
+510
+78% +$7.52K ﹤0.01% 2908
2024
Q3 		$11.1K Buy
650
+50
+8% +$939 ﹤0.01% 2913
2024
Q2 		$11.3K Hold
600
– – ﹤0.01% 2767
2024
Q1 		$13.6K Hold
600
– – ﹤0.01% 2689
2023
Q4 		$14.2K Hold
600
– – ﹤0.01% 2556
2023
Q3 		$10.8K Buy
600
+100
+20% +$2.91K ﹤0.01% 2571
2023
Q2 		$20.5K Buy
+500
New +$20.4K ﹤0.01% 2278
2022
Q3 		– Sell
-50
Closed -$3K – 3337
2022
Q2 		$3K Hold
50
– – ﹤0.01% 2932
2022
Q1 		$5K Sell
50
-20
-29% -$2.64K ﹤0.01% 2897
2021
Q4 		$11K Sell
70
-7
-9% -$1.55K ﹤0.01% 2564
2021
Q3 		$23K Buy
77
+52
+208% +$18.8K ﹤0.01% 2267
2021
Q2 		$12K Buy
+25
New +$12.4K ﹤0.01% 5724

Other funds holding OTLY

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $40.6B AUM 38.65% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
SAM
Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RS
R Squared Central, Hong Kong $190M AUM 25.89% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PLU
Performa Ltd (US) Charleston, South Carolina $620M AUM 19.43% 1-Year Est. Return

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

Steward Partners Investment Advisory held its Oatly Group (OTLY) position steady in Q2 2026 at 1,160 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3697.

Steward Partners Investment Advisory first reported a position in OTLY in Q2 2021 and has held it in 18 quarters since. The position peaked at $23K in Q3 2021. 49 funds tracked by Wall St. Rank hold OTLY as of Q2 2026.

  • Steward Partners Investment Advisory held 1,160 shares of Oatly Group worth $10.8K as of Q2 2026.
  • Steward Partners Investment Advisory left its Oatly Group share count unchanged in Q2 2026.
  • Oatly Group made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3697 holding.
  • Steward Partners Investment Advisory first reported a position in Oatly Group in Q2 2021 and has held it in 18 quarters since.
  • Steward Partners Investment Advisory's Oatly Group position peaked at $23K in Q3 2021.
  • 49 funds tracked by Wall St. Rank held Oatly Group as of Q2 2026.

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