Morgan Stanley’s OpenWorld, Inc. Common Stock OPNW Stock Holding History

Morgan Stanley’s Portfolio OPNW Stock Details OPNW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.86K	Buy	303 +3	+1%	+$22	﹤0.01%	7422
2026 Q1	$2.43K	Buy	300 +100	+50%	+$1.02K	﹤0.01%	7291
2025 Q4	$1.2K	Hold	200	–	–	﹤0.01%	7332
2025 Q3	$1.77K	Hold	200	–	–	﹤0.01%	7328
2025 Q2	$1.51K	Hold	200	–	–	﹤0.01%	7280
2025 Q1	$1.36K	Hold	200	–	–	﹤0.01%	7243
2024 Q4	$2.72K	Hold	200	–	–	﹤0.01%	7141
2024 Q3	$2.86K	Hold	200	–	–	﹤0.01%	7055
2024 Q2	$2.82K	Hold	200	–	–	﹤0.01%	6994
2024 Q1	$2.79K	Hold	200	–	–	﹤0.01%	7015
2023 Q4	$2.24K	Hold	200	–	–	﹤0.01%	7024
2023 Q3	$2.34K	Hold	200	–	–	﹤0.01%	7096
2023 Q2	$2.76K	Hold	200	–	–	﹤0.01%	7123
2023 Q1	$3.84K	Hold	200	–	–	﹤0.01%	7119
2022 Q4	$2.32K	Hold	200	–	–	﹤0.01%	7331
2022 Q3	$3K	Hold	200	–	–	﹤0.01%	7403
2022 Q2	$4K	Sell	200 -1	-0.5%	-$27	﹤0.01%	7470
2022 Q1	$7K	Buy	+201	New	+$6.37K	﹤0.01%	7514
2021 Q4	–	Hold	0	–	–	–	8119
2021 Q3	–	Hold	0	–	–	–	8030

Other funds holding OPNW

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

QFPS

Quantum Financial Planning Services Spokane, Washington $323M AUM 14.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

BFWA

Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

Morgan Stanley's OPNW Position: Q2 2026 in Review

Morgan Stanley increased its OpenWorld, Inc. Common Stock (OPNW) stake by 1% in Q2 2026, buying an estimated $22 and bringing the position to 303 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #7422.

Morgan Stanley first reported a position in OPNW in Q1 2022 and has held it in 18 quarters since. The position peaked at $7K in Q1 2022. 22 funds tracked by Wall St. Rank hold OPNW as of Q2 2026.

Morgan Stanley held 303 shares of OpenWorld, Inc. Common Stock worth $1.86K as of Q2 2026.
Morgan Stanley bought 3 OpenWorld, Inc. Common Stock shares in Q2 2026, an estimated $22.
OpenWorld, Inc. Common Stock made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7422 holding.
Morgan Stanley first reported a position in OpenWorld, Inc. Common Stock in Q1 2022 and has held it in 18 quarters since.
Morgan Stanley's OpenWorld, Inc. Common Stock position peaked at $7K in Q1 2022.
22 funds tracked by Wall St. Rank held OpenWorld, Inc. Common Stock as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.