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Monograph Wealth Advisors’s Offerpad Solutions OPAD Stock Holding History

Monograph Wealth Advisors’s Portfolio OPAD Stock Details OPAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$39K Hold
5,953
– – ﹤0.01% 142
2025
Q4 		$72K Hold
5,953
– – 0.01% 133
2025
Q3 		$248K Buy
+5,953
New +$163K 0.03% 126

Other funds holding OPAD

FAFC
First American Financial Corporation Santa Ana, California $370M AUM 43.76% 1-Year Est. Return
KAS
Kemnay Advisory Services New York $622M AUM 14.52% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SC
Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Monograph Wealth Advisors's OPAD Position: Q1 2026 in Review

Monograph Wealth Advisors held its Offerpad Solutions (OPAD) position steady in Q1 2026 at 5,953 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #142.

Monograph Wealth Advisors first reported a position in OPAD in Q3 2025 and has held it in 3 quarters since. The position peaked at $248K in Q3 2025. 37 funds tracked by Wall St. Rank hold OPAD as of Q1 2026.

  • Monograph Wealth Advisors held 5,953 shares of Offerpad Solutions worth $39K as of Q1 2026.
  • Monograph Wealth Advisors left its Offerpad Solutions share count unchanged in Q1 2026.
  • Offerpad Solutions made up ﹤0.01% of Monograph Wealth Advisors's portfolio in Q1 2026, its #142 holding.
  • Monograph Wealth Advisors first reported a position in Offerpad Solutions in Q3 2025 and has held it in 3 quarters since.
  • Monograph Wealth Advisors's Offerpad Solutions position peaked at $248K in Q3 2025.
  • 37 funds tracked by Wall St. Rank held Offerpad Solutions as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.