KF
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Kelsey Financial’s Ocean Power Technologies OPTT Stock Holding History

Kelsey Financial’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 		$9.69K Buy
37,000
+10,000
+37% +$3.39K 0.01% 65
2026
Q1 		$9.45K Buy
27,000
+15,000
+125% +$6.45K 0.01% 63
2025
Q4 		$3.6K Buy
+12,000
New +$5.39K ﹤0.01% 62

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

Kelsey Financial's OPTT Position: Q2 2026 in Review

Kelsey Financial increased its Ocean Power Technologies (OPTT) stake by 37% in Q2 2026, buying an estimated $3.39K and bringing the position to 37,000 shares worth $9.69K. The position accounts for 0.01% of the portfolio, ranked #65.

Kelsey Financial first reported a position in OPTT in Q4 2025 and has held it in 3 quarters since. 81 funds tracked by Wall St. Rank hold OPTT as of Q2 2026.

  • Kelsey Financial held 37,000 shares of Ocean Power Technologies worth $9.69K as of Q2 2026.
  • Kelsey Financial bought 10,000 Ocean Power Technologies shares in Q2 2026, an estimated $3.39K.
  • Ocean Power Technologies made up 0.01% of Kelsey Financial's portfolio in Q2 2026, its #65 holding.
  • Kelsey Financial first reported a position in Ocean Power Technologies in Q4 2025 and has held it in 3 quarters since.
  • 81 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q2 2026.

Based on Kelsey Financial's 13F filing for Q2 2026, filed 10 Aug 2026.