Stifel Financial
OM icon

Stifel Financial’s Outset Medical OM Stock Holding History

Stifel Financial’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 		– Sell
-79,924
Closed -$297K – 3715
2025
Q4 		$297K Buy
+79,924
New +$686K ﹤0.01% 3164
2025
Q2 		– Sell
-22,978
Closed -$254K – 3553
2025
Q1 		$254K Buy
+22,978
New +$274K ﹤0.01% 3066
2024
Q1 		– Sell
-2,313
Closed -$188K – 3399
2023
Q4 		$188K Buy
2,313
+223
+11% +$18.1K ﹤0.01% 3073
2023
Q3 		$341K Buy
2,090
+116
+6% +$27.4K ﹤0.01% 2715
2023
Q2 		$647K Buy
1,974
+171
+9% +$52.2K ﹤0.01% 2367
2023
Q1 		$498K Buy
1,803
+157
+10% +$57.6K ﹤0.01% 2513
2022
Q4 		$637K Sell
1,646
-90
-5% -$25.4K ﹤0.01% 2327
2022
Q3 		$415K Buy
1,736
+153
+10% +$41K ﹤0.01% 2549
2022
Q2 		$353K Buy
1,583
+35
+2% +$15.1K ﹤0.01% 2660
2022
Q1 		$1.05M Sell
1,548
-156
-9% -$93.9K ﹤0.01% 2073
2021
Q4 		$1.18M Buy
1,704
+775
+83% +$573K ﹤0.01% 1998
2021
Q3 		$689K Sell
929
-15
-2% -$10.2K ﹤0.01% 2369
2021
Q2 		$707K Buy
944
+309
+49% +$236K ﹤0.01% 2361
2021
Q1 		$518K Sell
635
-45
-7% -$34.7K ﹤0.01% 2465
2020
Q4 		$580K Buy
+680
New +$524K ﹤0.01% 2230

Other funds holding OM

Fidelity Investments
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
AQR Capital Management
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
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Stifel Financial's OM Position: Q1 2026 in Review

Stifel Financial sold out of Outset Medical (OM) in Q1 2026, closing a stake of 79,924 shares — an estimated $297K sold.

Stifel Financial first reported a position in OM in Q4 2020 and held it in 15 quarters. The position peaked at $1.18M in Q4 2021. 99 funds tracked by Wall St. Rank hold OM as of Q1 2026.

  • Stifel Financial reported no remaining Outset Medical position as of Q1 2026 after selling out during the quarter.
  • Stifel Financial sold 79,924 Outset Medical shares in Q1 2026, an estimated $297K.
  • Stifel Financial first reported a position in Outset Medical in Q4 2020 and held it in 15 quarters.
  • Stifel Financial's Outset Medical position peaked at $1.18M in Q4 2021.
  • 99 funds tracked by Wall St. Rank held Outset Medical as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.