MWM
OPEN icon

Modern Wealth Management’s Opendoor OPEN Stock Holding History

Modern Wealth Management’s Portfolio OPEN Stock Details OPEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$102K Sell
22,149
-5
-0% -$24 ﹤0.01% 1075
2026
Q1 		$101K Sell
22,154
-935
-4% -$5.04K ﹤0.01% 864
2025
Q4 		$135K Buy
23,089
+3,082
+15% +$22.1K ﹤0.01% 825
2025
Q3 		$154K Buy
20,007
+304
+2% +$1.23K ﹤0.01% 777
2025
Q2 		$10.2K Hold
19,703
– – ﹤0.01% 775
2025
Q1 		$19.4K Buy
+19,703
New +$25.9K ﹤0.01% 674

Other funds holding OPEN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LC
Lennar Corp Miami, Florida $63.2M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Modern Wealth Management's OPEN Position: Q2 2026 in Review

Modern Wealth Management reduced its Opendoor (OPEN) stake by 0.02% in Q2 2026, selling an estimated $24 and leaving 22,149 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

Modern Wealth Management first reported a position in OPEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $154K in Q3 2025. 391 funds tracked by Wall St. Rank hold OPEN as of Q2 2026.

  • Modern Wealth Management held 22,149 shares of Opendoor worth $102K as of Q2 2026.
  • Modern Wealth Management sold 5 Opendoor shares in Q2 2026, an estimated $24.
  • Opendoor made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #1075 holding.
  • Modern Wealth Management first reported a position in Opendoor in Q1 2025 and has held it in 6 quarters since.
  • Modern Wealth Management's Opendoor position peaked at $154K in Q3 2025.
  • 391 funds tracked by Wall St. Rank held Opendoor as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.