True Wealth Design’s Outset Medical OM Stock Holding History

True Wealth Design’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 Q3	–	Sell	-56	Closed	-$242	–	2723
2026 Q2	$242	Buy	56 +43	+331%	+$188	﹤0.01%	2406
2026 Q1	$50	Buy	+13	New	+$53	﹤0.01%	2565

Other funds holding OM

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

True Wealth Design's OM Position: Q3 2026 in Review

True Wealth Design sold out of Outset Medical (OM) in Q3 2026, closing a stake of 56 shares — an estimated $242 sold.

True Wealth Design first reported a position in OM in Q1 2026 and held it in 2 quarters. The position peaked at $242 in Q2 2026. 7 funds tracked by Wall St. Rank hold OM as of Q3 2026.

True Wealth Design reported no remaining Outset Medical position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 56 Outset Medical shares in Q3 2026, an estimated $242.
True Wealth Design first reported a position in Outset Medical in Q1 2026 and held it in 2 quarters.
True Wealth Design's Outset Medical position peaked at $242 in Q2 2026.
7 funds tracked by Wall St. Rank held Outset Medical as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.