AWA
OPLN

Argos Wealth Advisors’s Openlane OPLN Stock Holding History

Argos Wealth Advisors’s Portfolio OPLN Stock Details OPLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$329K Sell
11,275
-763
-6% -$22K 0.09% 123
2025
Q4 		$358K Buy
+12,038
New +$326K 0.1% 118

Other funds holding OPLN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Argos Wealth Advisors's OPLN Position: Q1 2026 in Review

Argos Wealth Advisors reduced its Openlane (OPLN) stake by 6.3% in Q1 2026, selling an estimated $22K and leaving 11,275 shares worth $329K. The position accounts for 0.09% of the portfolio, ranked #123.

Argos Wealth Advisors first reported a position in OPLN in Q4 2025 and has held it in 2 quarters since. The position peaked at $358K in Q4 2025. 299 funds tracked by Wall St. Rank hold OPLN as of Q1 2026.

  • Argos Wealth Advisors held 11,275 shares of Openlane worth $329K as of Q1 2026.
  • Argos Wealth Advisors sold 763 Openlane shares in Q1 2026, an estimated $22K.
  • Openlane made up 0.09% of Argos Wealth Advisors's portfolio in Q1 2026, its #123 holding.
  • Argos Wealth Advisors first reported a position in Openlane in Q4 2025 and has held it in 2 quarters since.
  • Argos Wealth Advisors's Openlane position peaked at $358K in Q4 2025.
  • 299 funds tracked by Wall St. Rank held Openlane as of Q1 2026.

Based on Argos Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.