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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
Q2 		– Sell
-5,252
Closed -$55.1K – 907
2026
Q1 		$55.1K Buy
+5,252
New +$67.7K ﹤0.01% 792

Other funds holding OPTT

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Moneta Group Investment Advisors sold out of Ocean Power Technologies (OPTT) in Q2 2026, closing a stake of 5,252 shares — an estimated $55.1K sold.

Moneta Group Investment Advisors first reported a position in OPTT in Q1 2026 and held it in 1 quarter. The position peaked at $55.1K in Q1 2026. 78 funds tracked by Wall St. Rank hold OPTT as of Q2 2026.

  • Moneta Group Investment Advisors reported no remaining Ocean Power Technologies position as of Q2 2026 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 5,252 Ocean Power Technologies shares in Q2 2026, an estimated $55.1K.
  • Moneta Group Investment Advisors first reported a position in Ocean Power Technologies in Q1 2026 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Ocean Power Technologies position peaked at $55.1K in Q1 2026.
  • 78 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q2 2026.

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