Allworth Financial’s Ocean Power Technologies OPTT Stock Holding History

Allworth Financial’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	$154	Hold	586	–	–	﹤0.01%	4990
2026 Q1	$206	Hold	586	–	–	﹤0.01%	4918
2025 Q4	$176	Hold	586	–	–	﹤0.01%	4713
2025 Q3	$296	Hold	586	–	–	﹤0.01%	4551
2025 Q2	$279	Hold	586	–	–	﹤0.01%	4267
2025 Q1	$250	Hold	586	–	–	﹤0.01%	3830
2024 Q4	$557	Buy	+586	New	+$147	﹤0.01%	3571

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

Allworth Financial's OPTT Position: Q2 2026 in Review

Allworth Financial held its Ocean Power Technologies (OPTT) position steady in Q2 2026 at 586 shares worth $154. The position accounts for ﹤0.01% of the portfolio, ranked #4990.

Allworth Financial first reported a position in OPTT in Q4 2024 and has held it in 7 quarters since. The position peaked at $557 in Q4 2024. 81 funds tracked by Wall St. Rank hold OPTT as of Q2 2026.

Allworth Financial held 586 shares of Ocean Power Technologies worth $154 as of Q2 2026.
Allworth Financial left its Ocean Power Technologies share count unchanged in Q2 2026.
Ocean Power Technologies made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4990 holding.
Allworth Financial first reported a position in Ocean Power Technologies in Q4 2024 and has held it in 7 quarters since.
Allworth Financial's Ocean Power Technologies position peaked at $557 in Q4 2024.
81 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.