Measured Wealth Private Client Group
OPLN icon

Measured Wealth Private Client Group’s Openlane OPLN Stock Holding History

Measured Wealth Private Client Group’s Portfolio OPLN Stock Details OPLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$392K Sell
11,486
-10,709
-48% -$396K 0.1% 133
2026
Q2 		$915K Sell
22,195
-191
-0.9% -$6.68K 0.22% 74
2026
Q1 		$653K Buy
22,386
+9,053
+68% +$261K 0.18% 86
2025
Q4 		$397K Buy
13,333
+2,890
+28% +$78.2K 0.11% 119
2025
Q3 		$301K Buy
+10,443
New +$285K 0.08% 137

Other funds holding OPLN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Measured Wealth Private Client Group's OPLN Position: Q3 2026 in Review

Measured Wealth Private Client Group reduced its Openlane (OPLN) stake by 48% in Q3 2026, selling an estimated $396K and leaving 11,486 shares worth $392K. The position accounts for 0.1% of the portfolio, ranked #133.

Measured Wealth Private Client Group first reported a position in OPLN in Q3 2025 and has held it in 5 quarters since. The position peaked at $915K in Q2 2026. 202 funds tracked by Wall St. Rank hold OPLN as of Q3 2026.

  • Measured Wealth Private Client Group held 11,486 shares of Openlane worth $392K as of Q3 2026.
  • Measured Wealth Private Client Group sold 10,709 Openlane shares in Q3 2026, an estimated $396K.
  • Openlane made up 0.1% of Measured Wealth Private Client Group's portfolio in Q3 2026, its #133 holding.
  • Measured Wealth Private Client Group first reported a position in Openlane in Q3 2025 and has held it in 5 quarters since.
  • Measured Wealth Private Client Group's Openlane position peaked at $915K in Q2 2026.
  • 202 funds tracked by Wall St. Rank held Openlane as of Q3 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2026, filed 10 Nov 2026.