HighMark Wealth Management’s OptiNose OPTN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,666
Closed -$15.3K 631
2025
Q1
$15.3K Hold
1,666
0.01% 228
2024
Q4
$11.1K Sell
1,666
-1
-0.1% -$9 0.01% 271
2024
Q3
$16.8K Hold
1,667
0.01% 221
2024
Q2
$26K Hold
1,667
0.02% 180
2024
Q1
$36.5K Buy
+1,667
New +$37K 0.02% 157

HighMark Wealth Management's OPTN Position: Q2 2025 in Review

HighMark Wealth Management sold out of OptiNose (OPTN) in Q2 2025, closing a stake of 1,666 shares — an estimated $15.3K sold.

HighMark Wealth Management first reported a position in OPTN in Q1 2024 and held it in 5 quarters. The position peaked at $36.5K in Q1 2024. 0 funds tracked by Wall St. Rank hold OPTN as of Q2 2025.

  • HighMark Wealth Management reported no remaining OptiNose position as of Q2 2025 after selling out during the quarter.
  • HighMark Wealth Management sold 1,666 OptiNose shares in Q2 2025, an estimated $15.3K.
  • HighMark Wealth Management first reported a position in OptiNose in Q1 2024 and held it in 5 quarters.
  • HighMark Wealth Management's OptiNose position peaked at $36.5K in Q1 2024.
  • 0 funds tracked by Wall St. Rank held OptiNose as of Q2 2025.

Based on HighMark Wealth Management's 13F filing for Q2 2025, filed 21 Jul 2025.