Corient Private Wealth
OPLN

Corient Private Wealth’s Openlane OPLN Stock Holding History

Corient Private Wealth’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 		$1.66M Buy
40,330
+9,454
+31% +$330K ﹤0.01% 1508
2026
Q1 		$900K Buy
+30,876
New +$891K ﹤0.01% 1714
2024
Q1 		– Sell
-13,846
Closed -$205K – 2324
2023
Q4 		$205K Sell
13,846
-2,039
-13% -$29.6K ﹤0.01% 2066
2023
Q3 		$237K Sell
15,885
-607
-4% -$9.34K ﹤0.01% 1842
2023
Q2 		$251K Buy
16,492
+181
+1% +$2.64K ﹤0.01% 1779
2023
Q1 		$223K Buy
16,311
+811
+5% +$11.2K ﹤0.01% 1749
2022
Q4 		$202K Buy
+15,500
New +$208K ﹤0.01% 1484

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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

Corient Private Wealth's OPLN Position: Q2 2026 in Review

Corient Private Wealth increased its Openlane (OPLN) stake by 31% in Q2 2026, buying an estimated $330K and bringing the position to 40,330 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

Corient Private Wealth first reported a position in OPLN in Q4 2022 and has held it in 7 quarters since. 353 funds tracked by Wall St. Rank hold OPLN as of Q2 2026.

  • Corient Private Wealth held 40,330 shares of Openlane worth $1.66M as of Q2 2026.
  • Corient Private Wealth bought 9,454 Openlane shares in Q2 2026, an estimated $330K.
  • Openlane made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1508 holding.
  • Corient Private Wealth first reported a position in Openlane in Q4 2022 and has held it in 7 quarters since.
  • 353 funds tracked by Wall St. Rank held Openlane as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.