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 Q1	$6.44K	Buy	+18,399	New	+$7.91K	﹤0.01%	5942
2025 Q4	–	Sell	-18,699	Closed	-$9.42K	–	6016
2025 Q3	$9.42K	Buy	18,699 +3,000	+19%	+$1.64K	﹤0.01%	5779
2025 Q2	$7.46K	Buy	+15,699	New	+$7.45K	﹤0.01%	5532
2025 Q1	–	Sell	-25,097	Closed	-$25.6K	–	5469
2024 Q4	$25.6K	Buy	+25,097	New	+$6.29K	﹤0.01%	5170

Other funds holding OPTT

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DOA

D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial's OPTT Position: Q1 2026 in Review

LPL Financial opened a new position in Ocean Power Technologies (OPTT) in Q1 2026: 18,399 shares worth $6.44K. The stake represents ﹤0.01% of the portfolio and ranks #5942 among its holdings. This is a return to the name: LPL Financial previously reported a position in OPTT as recently as Q3 2025.

LPL Financial first reported a position in OPTT in Q4 2024 and has held it in 4 quarters since. The position peaked at $25.6K in Q4 2024. 69 funds tracked by Wall St. Rank hold OPTT as of Q1 2026.

LPL Financial held 18,399 shares of Ocean Power Technologies worth $6.44K as of Q1 2026.
Ocean Power Technologies was a new LPL Financial position in Q1 2026.
Ocean Power Technologies made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5942 holding.
LPL Financial first reported a position in Ocean Power Technologies in Q4 2024 and has held it in 4 quarters since.
LPL Financial's Ocean Power Technologies position peaked at $25.6K in Q4 2024.
69 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.