LPL Financial
OPNW

LPL Financial’s OpenWorld, Inc. Common Stock OPNW Stock Holding History

LPL Financial’s Portfolio OPNW Stock Details OPNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$122K Buy
19,935
+1,114
+6% +$8.2K ﹤0.01% 5884
2026
Q1 		$152K Sell
18,821
-19,260
-51% -$196K ﹤0.01% 5586
2025
Q4 		$229K Buy
38,081
+15,869
+71% +$137K ﹤0.01% 5364
2025
Q3 		$197K Sell
22,212
-298
-1% -$2.59K ﹤0.01% 5350
2025
Q2 		$170K Buy
22,510
+2,607
+13% +$18.6K ﹤0.01% 5146
2025
Q1 		$135K Buy
19,903
+10,385
+109% +$145K ﹤0.01% 4973
2024
Q4 		$129K Sell
9,518
-55
-0.6% -$556 ﹤0.01% 4936
2024
Q3 		$137K Sell
9,573
-183
-2% -$2.31K ﹤0.01% 4824
2024
Q2 		$138K Sell
9,756
-91
-0.9% -$1.47K ﹤0.01% 4669
2024
Q1 		$137K Buy
9,847
+4,969
+102% +$58.3K ﹤0.01% 4603
2023
Q4 		$54.6K Hold
4,878
– – ﹤0.01% 4641
2023
Q3 		$57.1K Hold
4,878
– – ﹤0.01% 4506
2023
Q2 		$67.3K Buy
+4,878
New +$78K ﹤0.01% 4394
2022
Q4 		– Sell
-3,283
Closed -$42K – 4570
2022
Q3 		$42K Hold
3,283
– – ﹤0.01% 4254
2022
Q2 		$64K Hold
3,283
– – ﹤0.01% 4200
2022
Q1 		$111K Sell
3,283
-146
-4% -$4.63K ﹤0.01% 3960
2021
Q4 		$109K Buy
+3,429
New +$119K ﹤0.01% 4124

Other funds holding OPNW

SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
QFPS
Quantum Financial Planning Services Spokane, Washington $323M AUM 14.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

LPL Financial's OPNW Position: Q2 2026 in Review

LPL Financial increased its OpenWorld, Inc. Common Stock (OPNW) stake by 5.9% in Q2 2026, buying an estimated $8.2K and bringing the position to 19,935 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #5884.

LPL Financial first reported a position in OPNW in Q4 2021 and has held it in 17 quarters since. The position peaked at $229K in Q4 2025. 22 funds tracked by Wall St. Rank hold OPNW as of Q2 2026.

  • LPL Financial held 19,935 shares of OpenWorld, Inc. Common Stock worth $122K as of Q2 2026.
  • LPL Financial bought 1,114 OpenWorld, Inc. Common Stock shares in Q2 2026, an estimated $8.2K.
  • OpenWorld, Inc. Common Stock made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5884 holding.
  • LPL Financial first reported a position in OpenWorld, Inc. Common Stock in Q4 2021 and has held it in 17 quarters since.
  • LPL Financial's OpenWorld, Inc. Common Stock position peaked at $229K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held OpenWorld, Inc. Common Stock as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.