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 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 $80.2B AUM 50.57% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

True Wealth Design's OM Position: Q2 2026 in Review

True Wealth Design increased its Outset Medical (OM) stake by 331% in Q2 2026, buying an estimated $188 and bringing the position to 56 shares worth $242. The position accounts for ﹤0.01% of the portfolio, ranked #2406.

True Wealth Design first reported a position in OM in Q1 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold OM as of Q2 2026.

True Wealth Design held 56 shares of Outset Medical worth $242 as of Q2 2026.
True Wealth Design bought 43 Outset Medical shares in Q2 2026, an estimated $188.
Outset Medical made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2406 holding.
True Wealth Design first reported a position in Outset Medical in Q1 2026 and has held it in 2 quarters since.
7 funds tracked by Wall St. Rank held Outset Medical as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.