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
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 $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LC
Lennar Corp Miami, Florida $64M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Modern Wealth Management's OPEN Position: Q1 2026 in Review

Modern Wealth Management reduced its Opendoor (OPEN) stake by 4% in Q1 2026, selling an estimated $5.04K and leaving 22,154 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #864.

Modern Wealth Management first reported a position in OPEN in Q1 2025 and has held it in 5 quarters since. The position peaked at $154K in Q3 2025. 359 funds tracked by Wall St. Rank hold OPEN as of Q1 2026.

  • Modern Wealth Management held 22,154 shares of Opendoor worth $101K as of Q1 2026.
  • Modern Wealth Management sold 935 Opendoor shares in Q1 2026, an estimated $5.04K.
  • Opendoor made up ﹤0.01% of Modern Wealth Management's portfolio in Q1 2026, its #864 holding.
  • Modern Wealth Management first reported a position in Opendoor in Q1 2025 and has held it in 5 quarters since.
  • Modern Wealth Management's Opendoor position peaked at $154K in Q3 2025.
  • 359 funds tracked by Wall St. Rank held Opendoor as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.