LPL Financial
OPTT icon

LPL Financial’s Ocean Power Technologies OPTT Stock Holding History

LPL 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 		$4.82K Hold
613
– – ﹤0.01% 6191
2026
Q1 		$6.44K Buy
+613
New +$7.91K ﹤0.01% 5942
2025
Q4 		– Sell
-623
Closed -$9.42K – 6016
2025
Q3 		$9.42K Buy
623
+100
+19% +$1.64K ﹤0.01% 5779
2025
Q2 		$7.46K Buy
+523
New +$7.44K ﹤0.01% 5532
2025
Q1 		– Sell
-837
Closed -$25.6K – 5469
2024
Q4 		$25.6K Buy
+837
New +$6.29K ﹤0.01% 5170

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 $635M AUM 12.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

LPL Financial's OPTT Position: Q2 2026 in Review

LPL Financial held its Ocean Power Technologies (OPTT) position steady in Q2 2026 at 613 shares worth $4.82K. The position accounts for ﹤0.01% of the portfolio, ranked #6191.

LPL Financial first reported a position in OPTT in Q4 2024 and has held it in 5 quarters since. The position peaked at $25.6K in Q4 2024. 78 funds tracked by Wall St. Rank hold OPTT as of Q2 2026.

  • LPL Financial held 613 shares of Ocean Power Technologies worth $4.82K as of Q2 2026.
  • LPL Financial left its Ocean Power Technologies share count unchanged in Q2 2026.
  • Ocean Power Technologies made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #6191 holding.
  • LPL Financial first reported a position in Ocean Power Technologies in Q4 2024 and has held it in 5 quarters since.
  • LPL Financial's Ocean Power Technologies position peaked at $25.6K in Q4 2024.
  • 78 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q2 2026.

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