CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Ocean Power Technologies OPTT Stock Holding History

CAPTRUST Financial Advisors’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 		$4.97K Hold
632
– – ﹤0.01% 3254
2026
Q1 		$6.64K Hold
632
– – ﹤0.01% 3004
2025
Q4 		$5.69K Buy
+632
New +$8.52K ﹤0.01% 2733
2021
Q1 		– Sell
-33
Closed -$3K – 4438
2020
Q4 		$3K Buy
+33
New +$2.23K ﹤0.01% 3019

Other funds holding OPTT

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CAPTRUST Financial Advisors's OPTT Position: Q2 2026 in Review

CAPTRUST Financial Advisors held its Ocean Power Technologies (OPTT) position steady in Q2 2026 at 632 shares worth $4.97K. The position accounts for ﹤0.01% of the portfolio, ranked #3254.

CAPTRUST Financial Advisors first reported a position in OPTT in Q4 2020 and has held it in 4 quarters since. The position peaked at $6.64K in Q1 2026. 78 funds tracked by Wall St. Rank hold OPTT as of Q2 2026.

  • CAPTRUST Financial Advisors held 632 shares of Ocean Power Technologies worth $4.97K as of Q2 2026.
  • CAPTRUST Financial Advisors left its Ocean Power Technologies share count unchanged in Q2 2026.
  • Ocean Power Technologies made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #3254 holding.
  • CAPTRUST Financial Advisors first reported a position in Ocean Power Technologies in Q4 2020 and has held it in 4 quarters since.
  • CAPTRUST Financial Advisors's Ocean Power Technologies position peaked at $6.64K in Q1 2026.
  • 78 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.