MGIA
OPEN icon

Moneta Group Investment Advisors’s Opendoor OPEN Stock Holding History

Moneta Group Investment Advisors’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 		$76.8K Buy
16,623
+492
+3% +$2.35K ﹤0.01% 866
2026
Q1 		$75.5K Sell
16,131
-868
-5% -$4.68K ﹤0.01% 786
2025
Q4 		$99.1K Buy
+16,999
New +$122K ﹤0.01% 791

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

Moneta Group Investment Advisors's OPEN Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Opendoor (OPEN) stake by 3.1% in Q2 2026, buying an estimated $2.35K and bringing the position to 16,623 shares worth $76.8K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

Moneta Group Investment Advisors first reported a position in OPEN in Q4 2025 and has held it in 3 quarters since. The position peaked at $99.1K in Q4 2025. 390 funds tracked by Wall St. Rank hold OPEN as of Q2 2026.

  • Moneta Group Investment Advisors held 16,623 shares of Opendoor worth $76.8K as of Q2 2026.
  • Moneta Group Investment Advisors bought 492 Opendoor shares in Q2 2026, an estimated $2.35K.
  • Opendoor made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #866 holding.
  • Moneta Group Investment Advisors first reported a position in Opendoor in Q4 2025 and has held it in 3 quarters since.
  • Moneta Group Investment Advisors's Opendoor position peaked at $99.1K in Q4 2025.
  • 390 funds tracked by Wall St. Rank held Opendoor as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.