MAM
OPNW

Morse Asset Management’s OpenWorld, Inc. Common Stock OPNW Stock Holding History

Morse Asset Management’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 		– Sell
-2,242
Closed -$18.2K – 450
2026
Q1 		$18.2K Sell
2,242
-40
-2% -$407 ﹤0.01% 266
2025
Q4 		$13.7K Sell
2,282
-20
-0.9% -$172 ﹤0.01% 270
2025
Q3 		$20.4K Buy
2,302
+60
+3% +$522 ﹤0.01% 233
2025
Q2 		$16.9K Hold
2,242
– – ﹤0.01% 235
2025
Q1 		$15.3K Buy
2,242
+2,042
+1,021% +$28.4K ﹤0.01% 230
2024
Q4 		$2.72K Sell
200
-140
-41% -$1.42K ﹤0.01% 293
2024
Q3 		$4.86K Buy
+340
New +$4.29K ﹤0.01% 286

Other funds holding OPNW

LPL Financial
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
US Bancorp
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

Morse Asset Management's OPNW Position: Q2 2026 in Review

Morse Asset Management sold out of OpenWorld, Inc. Common Stock (OPNW) in Q2 2026, closing a stake of 2,242 shares — an estimated $18.2K sold.

Morse Asset Management first reported a position in OPNW in Q3 2024 and held it in 7 quarters. The position peaked at $20.4K in Q3 2025. 22 funds tracked by Wall St. Rank hold OPNW as of Q2 2026.

  • Morse Asset Management reported no remaining OpenWorld, Inc. Common Stock position as of Q2 2026 after selling out during the quarter.
  • Morse Asset Management sold 2,242 OpenWorld, Inc. Common Stock shares in Q2 2026, an estimated $18.2K.
  • Morse Asset Management first reported a position in OpenWorld, Inc. Common Stock in Q3 2024 and held it in 7 quarters.
  • Morse Asset Management's OpenWorld, Inc. Common Stock position peaked at $20.4K in Q3 2025.
  • 22 funds tracked by Wall St. Rank held OpenWorld, Inc. Common Stock as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.