CA
OPLN

Clearstead Advisors’s Openlane OPLN Stock Holding History

Clearstead 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
Q2 		$784 Buy
+19
New +$664 ﹤0.01% 2780
2026
Q1 		– Sell
-21
Closed -$626 – 2567
2025
Q4 		$626 Sell
21
-168
-89% -$4.54K ﹤0.01% 2286
2025
Q3 		$5.44K Buy
+189
New +$5.15K ﹤0.01% 2129

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Clearstead Advisors's OPLN Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Openlane (OPLN) in Q2 2026: 19 shares worth $784. The stake represents ﹤0.01% of the portfolio and ranks #2780 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in OPLN as recently as Q4 2025.

Clearstead Advisors first reported a position in OPLN in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.44K in Q3 2025. 201 funds tracked by Wall St. Rank hold OPLN as of Q2 2026.

  • Clearstead Advisors held 19 shares of Openlane worth $784 as of Q2 2026.
  • Openlane was a new Clearstead Advisors position in Q2 2026.
  • Openlane made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2780 holding.
  • Clearstead Advisors first reported a position in Openlane in Q3 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Openlane position peaked at $5.44K in Q3 2025.
  • 201 funds tracked by Wall St. Rank held Openlane as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.