Clearstead Trust’s Openlane OPLN Stock Holding History

Clearstead Trust’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
2025 Q4	–	Sell	-62	Closed	-$1.78K	–	1276
2025 Q3	$1.78K	Hold	62	–	–	﹤0.01%	1029
2025 Q2	$1.52K	Buy	+62	New	+$1.31K	﹤0.01%	1027

Other funds holding OPLN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Clearstead Trust's OPLN Position: Q4 2025 in Review

Clearstead Trust sold out of Openlane (OPLN) in Q4 2025, closing a stake of 62 shares — an estimated $1.78K sold.

Clearstead Trust first reported a position in OPLN in Q2 2025 and held it in 2 quarters. The position peaked at $1.78K in Q3 2025. 299 funds tracked by Wall St. Rank hold OPLN as of Q4 2025.

Clearstead Trust reported no remaining Openlane position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 62 Openlane shares in Q4 2025, an estimated $1.78K.
Clearstead Trust first reported a position in Openlane in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Openlane position peaked at $1.78K in Q3 2025.
299 funds tracked by Wall St. Rank held Openlane as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.