SW
OTLY

SVB Wealth’s Oatly Group OTLY Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-50
Closed -$492 – 1260
2025
Q1 		$492 Buy
+50
New +$542 ﹤0.01% 1404

Other funds holding OTLY

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RBI
Raiffeisen Bank International Vienna, Austria $6.97B AUM 29.39% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.32B AUM 31.52% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $34.8B AUM 25.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
SAM
Shikiar Asset Management New York $347M AUM 23.44% 1-Year Est. Return

SVB Wealth's OTLY Position: Q2 2025 in Review

SVB Wealth sold out of Oatly Group (OTLY) in Q2 2025, closing a stake of 50 shares — an estimated $492 sold.

SVB Wealth first reported a position in OTLY in Q1 2025 and held it in 1 quarter. The position peaked at $492 in Q1 2025. 64 funds tracked by Wall St. Rank hold OTLY as of Q2 2025.

  • SVB Wealth reported no remaining Oatly Group position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 50 Oatly Group shares in Q2 2025, an estimated $492.
  • SVB Wealth first reported a position in Oatly Group in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's Oatly Group position peaked at $492 in Q1 2025.
  • 64 funds tracked by Wall St. Rank held Oatly Group as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.