EP Wealth Advisors’s Opthea Limited American Depositary Shares OPT Stock Holding History

EP Wealth Advisors’s Portfolio OPT Stock Details OPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$0	Hold	10,000	–	–	﹤0.01%	1485
2025 Q1	$34.1K	Buy	+10,000	New	+$44.3K	﹤0.01%	1273

Other funds holding OPT

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EP Wealth Advisors's OPT Position: Q2 2025 in Review

EP Wealth Advisors held its Opthea Limited American Depositary Shares (OPT) position steady in Q2 2025 at 10,000 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

EP Wealth Advisors first reported a position in OPT in Q1 2025 and has held it in 2 quarters since. The position peaked at $34.1K in Q1 2025. 8 funds tracked by Wall St. Rank hold OPT as of Q2 2025.

EP Wealth Advisors held 10,000 shares of Opthea Limited American Depositary Shares worth $0 as of Q2 2025.
EP Wealth Advisors left its Opthea Limited American Depositary Shares share count unchanged in Q2 2025.
Opthea Limited American Depositary Shares made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1485 holding.
EP Wealth Advisors first reported a position in Opthea Limited American Depositary Shares in Q1 2025 and has held it in 2 quarters since.
EP Wealth Advisors's Opthea Limited American Depositary Shares position peaked at $34.1K in Q1 2025.
8 funds tracked by Wall St. Rank held Opthea Limited American Depositary Shares as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.