EWA
OPLN

EverSource Wealth Advisors’s Openlane OPLN Stock Holding History

EverSource Wealth 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 		$34.6K Sell
838
-365
-30% -$12.8K ﹤0.01% 2027
2026
Q1 		$35.1K Sell
1,203
-206
-15% -$5.95K ﹤0.01% 2152
2025
Q4 		$42K Buy
1,409
+720
+104% +$19.5K ﹤0.01% 1867
2025
Q3 		$19.8K Sell
689
-278
-29% -$7.58K ﹤0.01% 2360
2025
Q2 		$23.6K Buy
967
+271
+39% +$5.72K ﹤0.01% 2172
2025
Q1 		$13.4K Buy
696
+250
+56% +$5.16K ﹤0.01% 1934
2024
Q4 		$8.85K Sell
446
-99
-18% -$1.83K ﹤0.01% 2066
2024
Q3 		$9.2K Hold
545
– – ﹤0.01% 1916
2024
Q2 		$9.74K Hold
545
– – ﹤0.01% 1870
2024
Q1 		$9.36K Hold
545
– – ﹤0.01% 1726
2023
Q4 		$8.07K Sell
545
-158
-22% -$2.3K ﹤0.01% 1660
2023
Q3 		$10.5K Hold
703
– – ﹤0.01% 1405
2023
Q2 		$10.7K Hold
703
– – ﹤0.01% 1408
2023
Q1 		$9.62K Buy
703
+294
+72% +$4.08K ﹤0.01% 1378
2022
Q4 		$5.34K Sell
409
-174
-30% -$2.33K ﹤0.01% 1570
2022
Q3 		$6K Sell
583
-342
-37% -$5.14K ﹤0.01% 1297
2022
Q2 		$14K Sell
925
-248
-21% -$3.89K ﹤0.01% 932
2022
Q1 		$22K Buy
+1,173
New +$18.8K 0.01% 666

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

EverSource Wealth Advisors's OPLN Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Openlane (OPLN) stake by 30% in Q2 2026, selling an estimated $12.8K and leaving 838 shares worth $34.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2027.

EverSource Wealth Advisors first reported a position in OPLN in Q1 2022 and has held it in 18 quarters since. The position peaked at $42K in Q4 2025. 201 funds tracked by Wall St. Rank hold OPLN as of Q2 2026.

  • EverSource Wealth Advisors held 838 shares of Openlane worth $34.6K as of Q2 2026.
  • EverSource Wealth Advisors sold 365 Openlane shares in Q2 2026, an estimated $12.8K.
  • Openlane made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2027 holding.
  • EverSource Wealth Advisors first reported a position in Openlane in Q1 2022 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Openlane position peaked at $42K in Q4 2025.
  • 201 funds tracked by Wall St. Rank held Openlane as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.