Caldwell Trust
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Caldwell Trust’s Opera Ltd OPRA Stock Holding History

Caldwell Trust’s Portfolio OPRA Stock Details OPRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$21.9K Sell
1,244
-1
-0.1% -$19 ﹤0.01% 596
2026
Q2 		$24.7K Sell
1,245
-1,245
-50% -$22K ﹤0.01% 580
2026
Q1 		$35.5K Hold
2,490
– – ﹤0.01% 531
2025
Q4 		$35.3K Buy
+2,490
New +$36.7K ﹤0.01% 521

Other funds holding OPRA

Penn Capital Management
Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Bastion Asset Management
Bastion Asset Management Montreal, Canada $229M AUM 5.92% 1-Year Est. Return
Klein Pavlis & Peasley Financial
Klein Pavlis & Peasley Financial Irvine, California $198M AUM 23.77% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Quinn Opportunity Partners
Quinn Opportunity Partners Charlottesville, Virginia $1.85B AUM 1.27% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Caldwell Trust's OPRA Position: Q3 2026 in Review

Caldwell Trust reduced its Opera Ltd (OPRA) stake by 0.08% in Q3 2026, selling an estimated $19 and leaving 1,244 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Caldwell Trust first reported a position in OPRA in Q4 2025 and has held it in 4 quarters since. The position peaked at $35.5K in Q1 2026. 65 funds tracked by Wall St. Rank hold OPRA as of Q3 2026.

  • Caldwell Trust held 1,244 shares of Opera Ltd worth $21.9K as of Q3 2026.
  • Caldwell Trust sold 1 Opera Ltd share in Q3 2026, an estimated $19.
  • Opera Ltd made up ﹤0.01% of Caldwell Trust's portfolio in Q3 2026, its #596 holding.
  • Caldwell Trust first reported a position in Opera Ltd in Q4 2025 and has held it in 4 quarters since.
  • Caldwell Trust's Opera Ltd position peaked at $35.5K in Q1 2026.
  • 65 funds tracked by Wall St. Rank held Opera Ltd as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.