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
Q1 		$6.64K Hold
18,964
– – ﹤0.01% 3004
2025
Q4 		$5.69K Buy
+18,964
New +$8.52K ﹤0.01% 2733
2021
Q1 		– Sell
-1,000
Closed -$3K – 4438
2020
Q4 		$3K Buy
+1,000
New +$2.25K ﹤0.01% 3019

Other funds holding OPTT

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CAPTRUST Financial Advisors's OPTT Position: Q1 2026 in Review

CAPTRUST Financial Advisors held its Ocean Power Technologies (OPTT) position steady in Q1 2026 at 18,964 shares worth $6.64K. The position accounts for ﹤0.01% of the portfolio, ranked #3004.

CAPTRUST Financial Advisors first reported a position in OPTT in Q4 2020 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold OPTT as of Q1 2026.

  • CAPTRUST Financial Advisors held 18,964 shares of Ocean Power Technologies worth $6.64K as of Q1 2026.
  • CAPTRUST Financial Advisors left its Ocean Power Technologies share count unchanged in Q1 2026.
  • Ocean Power Technologies made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #3004 holding.
  • CAPTRUST Financial Advisors first reported a position in Ocean Power Technologies in Q4 2020 and has held it in 3 quarters since.
  • 69 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.