Greenwich Wealth Management’s Oppenheimer Holdings OPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-100,872
| Closed | -$9M | – | 313 |
|
|
2026
Q1 | $9M | Sell |
100,872
-24,150
| -19% | -$2.02M | 0.37% | 49 |
|
|
2025
Q4 | $9.04M | Hold |
125,022
| – | – | 0.4% | 41 |
|
|
2025
Q3 | $9.24M | Sell |
125,022
-180,681
| -59% | -$13.1M | 0.46% | 32 |
|
|
2025
Q2 | $20.1M | Hold |
305,703
| – | – | 0.98% | 17 |
|
|
2025
Q1 | $18.2M | Hold |
305,703
| – | – | 1.38% | 9 |
|
|
2024
Q4 | $19.6M | Hold |
305,703
| – | – | 1.38% | 8 |
|
|
2024
Q3 | $15.6M | Hold |
305,703
| – | – | 1.06% | 11 |
|
|
2024
Q2 | $14.6M | Hold |
305,703
| – | – | 1.07% | 12 |
|
|
2024
Q1 | $12.2M | Hold |
305,703
| – | – | 0.97% | 16 |
|
|
2023
Q4 | $12.6M | Hold |
305,703
| – | – | 1.25% | 12 |
|
|
2023
Q3 | $11.7M | Sell |
305,703
-1
| -0% | -$39 | 1.24% | 13 |
|
|
2023
Q2 | $12.3M | Hold |
305,704
| – | – | 1.29% | 11 |
|
|
2023
Q1 | $12M | Hold |
305,704
| – | – | 1.31% | 12 |
|
|
2022
Q4 | $12.9M | Hold |
305,704
| – | – | 1.42% | 10 |
|
|
2022
Q3 | $9.47M | Buy |
305,704
+1
| +0% | +$35 | 1.01% | 16 |
|
|
2022
Q2 | $10.1M | Hold |
305,703
| – | – | 1.34% | 12 |
|
|
2022
Q1 | $13.3M | Hold |
305,703
| – | – | 1.36% | 11 |
|
|
2021
Q4 | $14.2M | Hold |
305,703
| – | – | 1.16% | 11 |
|
|
2021
Q3 | $13.8M | Hold |
305,703
| – | – | 1.15% | 11 |
|
|
2021
Q2 | $15.5M | Hold |
305,703
| – | – | 1.33% | 9 |
|
|
2021
Q1 | $12.2M | Hold |
305,703
| – | – | 0.98% | 10 |
|
|
2020
Q4 | $9.61M | Hold |
305,703
| – | – | 0.84% | 13 |
|
|
2020
Q3 | $6.82M | Hold |
305,703
| – | – | 1.22% | 16 |
|
|
2020
Q2 | $6.66M | Hold |
305,703
| – | – | 1.27% | 18 |
|
|
2020
Q1 | $6.04M | Hold |
305,703
| – | – | 1.29% | 18 |
|
|
2019
Q4 | $8.4M | Hold |
305,703
| – | – | 1.69% | 13 |
|
|
2019
Q3 | $9.19M | Hold |
305,703
| – | – | 1.79% | 14 |
|
|
2019
Q2 | $8.32M | Hold |
305,703
| – | – | 1.43% | 15 |
|
|
2019
Q1 | $7.95M | Hold |
305,703
| – | – | 1.41% | 15 |
|
|
2018
Q4 | $7.81M | Hold |
305,703
| – | – | 1.56% | 13 |
|
|
2018
Q3 | $9.66M | Hold |
305,703
| – | – | 1.68% | 14 |
|
|
2018
Q2 | $8.56M | Hold |
305,703
| – | – | 1.52% | 14 |
|
|
2018
Q1 | $7.87M | Hold |
305,703
| – | – | 1.24% | 15 |
|
|
2017
Q4 | $8.19M | Hold |
305,703
| – | – | 1.37% | 13 |
|
|
2017
Q3 | $5.3M | Hold |
305,703
| – | – | 0.91% | 18 |
|
|
2017
Q2 | $5.01M | Hold |
305,703
| – | – | 0.84% | 18 |
|
|
2017
Q1 | $5.23M | Hold |
305,703
| – | – | 0.7% | 17 |
|
|
2016
Q4 | $5.69M | Buy |
305,703
+592
| +0.2% | +$9.77K | 0.72% | 19 |
|
|
2016
Q3 | $4.36M | Hold |
305,111
| – | – | 0.77% | 24 |
|
|
2016
Q2 | $4.72M | Buy |
305,111
+39,094
| +15% | +$593K | 1.14% | 19 |
|
|
2016
Q1 | $4.2M | Buy |
266,017
+197,517
| +288% | +$2.95M | 1.09% | 15 |
|
|
2015
Q4 | $1.19M | Buy |
+68,500
| New | +$1.22M | 0.29% | 64 |
|
Other funds holding OPY
JCP
RA
RC
Greenwich Wealth Management's OPY Position: Q2 2026 in Review
Greenwich Wealth Management sold out of Oppenheimer Holdings (OPY) in Q2 2026, closing a stake of 100,872 shares — an estimated $9M sold.
Greenwich Wealth Management first reported a position in OPY in Q4 2015 and held it in 42 quarters. The position peaked at $20.1M in Q2 2025. 120 funds tracked by Wall St. Rank hold OPY as of Q2 2026.
- Greenwich Wealth Management reported no remaining Oppenheimer Holdings position as of Q2 2026 after selling out during the quarter.
- Greenwich Wealth Management sold 100,872 Oppenheimer Holdings shares in Q2 2026, an estimated $9M.
- Greenwich Wealth Management first reported a position in Oppenheimer Holdings in Q4 2015 and held it in 42 quarters.
- Greenwich Wealth Management's Oppenheimer Holdings position peaked at $20.1M in Q2 2025.
- 120 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.
Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.