MWPCG
OPLN

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Measured Wealth Private Client Group's OPLN Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Openlane (OPLN) stake by 0.85% in Q2 2026, selling an estimated $6.68K and leaving 22,195 shares worth $915K. The position accounts for 0.22% of the portfolio, ranked #74.

Measured Wealth Private Client Group first reported a position in OPLN in Q3 2025 and has held it in 4 quarters since. 201 funds tracked by Wall St. Rank hold OPLN as of Q2 2026.

  • Measured Wealth Private Client Group held 22,195 shares of Openlane worth $915K as of Q2 2026.
  • Measured Wealth Private Client Group sold 191 Openlane shares in Q2 2026, an estimated $6.68K.
  • Openlane made up 0.22% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #74 holding.
  • Measured Wealth Private Client Group first reported a position in Openlane in Q3 2025 and has held it in 4 quarters since.
  • 201 funds tracked by Wall St. Rank held Openlane as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.