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Kingswood Wealth Advisors’s Opendoor OPEN Stock Holding History

Kingswood Wealth Advisors’s Portfolio OPEN Stock Details OPEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$65.8K Sell
14,250
-2,180
-13% -$10.4K ﹤0.01% 980
2026
Q1 		$76.9K Buy
16,430
+1,617
+11% +$8.71K ﹤0.01% 912
2025
Q4 		$86.4K Sell
14,813
-9,052
-38% -$64.9K ﹤0.01% 853
2025
Q3 		$184K Buy
+23,865
New +$96.8K 0.01% 766

Other funds holding OPEN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LC
Lennar Corp Miami, Florida $63.2M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kingswood Wealth Advisors's OPEN Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Opendoor (OPEN) stake by 13% in Q2 2026, selling an estimated $10.4K and leaving 14,250 shares worth $65.8K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

Kingswood Wealth Advisors first reported a position in OPEN in Q3 2025 and has held it in 4 quarters since. The position peaked at $184K in Q3 2025. 390 funds tracked by Wall St. Rank hold OPEN as of Q2 2026.

  • Kingswood Wealth Advisors held 14,250 shares of Opendoor worth $65.8K as of Q2 2026.
  • Kingswood Wealth Advisors sold 2,180 Opendoor shares in Q2 2026, an estimated $10.4K.
  • Opendoor made up ﹤0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #980 holding.
  • Kingswood Wealth Advisors first reported a position in Opendoor in Q3 2025 and has held it in 4 quarters since.
  • Kingswood Wealth Advisors's Opendoor position peaked at $184K in Q3 2025.
  • 390 funds tracked by Wall St. Rank held Opendoor as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.