Moneta Group Investment Advisors’s Ocean Power Technologies OPTT Stock Holding History

Moneta Group Investment Advisors’s Portfolio OPTT Stock Details OPTT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$55.1K	Buy	+157,557	New	+$67.7K	﹤0.01%	792

Other funds holding OPTT

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DOA

D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Moneta Group Investment Advisors's OPTT Position: Q1 2026 in Review

Moneta Group Investment Advisors opened a new position in Ocean Power Technologies (OPTT) in Q1 2026: 157,557 shares worth $55.1K. The stake represents ﹤0.01% of the portfolio and ranks #792 among its holdings.

69 funds tracked by Wall St. Rank hold OPTT as of Q1 2026.

Moneta Group Investment Advisors held 157,557 shares of Ocean Power Technologies worth $55.1K as of Q1 2026.
Ocean Power Technologies was a new Moneta Group Investment Advisors position in Q1 2026.
Ocean Power Technologies made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #792 holding.
69 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.