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Diversify Wealth Management’s Ocean Power Technologies OPTT Stock Holding History

Diversify Wealth Management’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 		$17.3K Buy
119,995
+60,420
+101% +$20.5K ﹤0.01% 1246
2026
Q1 		$20.7K Buy
+59,575
New +$25.6K ﹤0.01% 1140

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

Diversify Wealth Management's OPTT Position: Q2 2026 in Review

Diversify Wealth Management increased its Ocean Power Technologies (OPTT) stake by 101% in Q2 2026, buying an estimated $20.5K and bringing the position to 119,995 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1246.

Diversify Wealth Management first reported a position in OPTT in Q1 2026 and has held it in 2 quarters since. The position peaked at $20.7K in Q1 2026. 81 funds tracked by Wall St. Rank hold OPTT as of Q2 2026.

  • Diversify Wealth Management held 119,995 shares of Ocean Power Technologies worth $17.3K as of Q2 2026.
  • Diversify Wealth Management bought 60,420 Ocean Power Technologies shares in Q2 2026, an estimated $20.5K.
  • Ocean Power Technologies made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1246 holding.
  • Diversify Wealth Management first reported a position in Ocean Power Technologies in Q1 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's Ocean Power Technologies position peaked at $20.7K in Q1 2026.
  • 81 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.