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Wealth Preservation Advisors’s Outset Medical OM Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-38
Closed -$146 – 674
2026
Q1 		$146 Buy
+38
New +$156 ﹤0.01% 903

Other funds holding OM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $176M AUM 123.21% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.17B AUM 92.19% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

Wealth Preservation Advisors's OM Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Outset Medical (OM) in Q2 2026, closing a stake of 38 shares — an estimated $146 sold.

Wealth Preservation Advisors first reported a position in OM in Q1 2026 and held it in 1 quarter. The position peaked at $146 in Q1 2026. 93 funds tracked by Wall St. Rank hold OM as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Outset Medical position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 38 Outset Medical shares in Q2 2026, an estimated $146.
  • Wealth Preservation Advisors first reported a position in Outset Medical in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Outset Medical position peaked at $146 in Q1 2026.
  • 93 funds tracked by Wall St. Rank held Outset Medical as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.