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Wealthspire Advisors (New York)’s Outlook Therapeutics OTLK Stock Holding History

Wealthspire Advisors (New York)’s Portfolio OTLK Stock Details OTLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-300
Closed -$318 – 2308
2025
Q3 		$318 Buy
+300
New +$519 ﹤0.01% 2890

Other funds holding OTLK

SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $145M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealthspire Advisors (New York)'s OTLK Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Outlook Therapeutics (OTLK) in Q4 2025, closing a stake of 300 shares — an estimated $318 sold.

Wealthspire Advisors (New York) first reported a position in OTLK in Q3 2025 and held it in 1 quarter. The position peaked at $318 in Q3 2025. 53 funds tracked by Wall St. Rank hold OTLK as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Outlook Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 300 Outlook Therapeutics shares in Q4 2025, an estimated $318.
  • Wealthspire Advisors (New York) first reported a position in Outlook Therapeutics in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Outlook Therapeutics position peaked at $318 in Q3 2025.
  • 53 funds tracked by Wall St. Rank held Outlook Therapeutics as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.