Advisory Services Network’s Ocean Power Technologies OPTT Stock Holding History

Advisory Services Network’s Portfolio OPTT Stock Details OPTT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.8K	Buy	68,000 +3,000	+5%	+$1.02K	﹤0.01%	2114
2026 Q1	$22.8K	Hold	65,000	–	–	﹤0.01%	3120
2025 Q4	$19.5K	Buy	+65,000	New	+$29.2K	﹤0.01%	1792
2021 Q3	–	Sell	-100	Closed	–	–	2650
2021 Q2	$0	Buy	+100	New	+$248	﹤0.01%	3634

Other funds holding OPTT

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Advisory Services Network's OPTT Position: Q2 2026 in Review

Advisory Services Network increased its Ocean Power Technologies (OPTT) stake by 4.6% in Q2 2026, buying an estimated $1.02K and bringing the position to 68,000 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2114.

Advisory Services Network first reported a position in OPTT in Q2 2021 and has held it in 4 quarters since. The position peaked at $22.8K in Q1 2026. 81 funds tracked by Wall St. Rank hold OPTT as of Q2 2026.

Advisory Services Network held 68,000 shares of Ocean Power Technologies worth $17.8K as of Q2 2026.
Advisory Services Network bought 3,000 Ocean Power Technologies shares in Q2 2026, an estimated $1.02K.
Ocean Power Technologies made up ﹤0.01% of Advisory Services Network's portfolio in Q2 2026, its #2114 holding.
Advisory Services Network first reported a position in Ocean Power Technologies in Q2 2021 and has held it in 4 quarters since.
Advisory Services Network's Ocean Power Technologies position peaked at $22.8K in Q1 2026.
81 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.