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Morton Brown Family Wealth’s Ocean Power Technologies OPTT Stock Holding History

Morton Brown Family Wealth’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 		$15.3K Hold
58,285
– – ﹤0.01% 174
2026
Q1 		$20.4K Buy
58,285
+44,000
+308% +$18.9K 0.01% 155
2025
Q4 		$4.29K Buy
+14,285
New +$6.42K ﹤0.01% 234

Other funds holding OPTT

SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
HCP
Hamilton Capital Partners Atlanta, Georgia $344M AUM 15.41% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
SFG
Sovereign Financial Group Stamford, Connecticut $654M AUM 32.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MWA
MN Wealth Advisors Overland Park, Kansas $235M AUM 21.93% 1-Year Est. Return

Morton Brown Family Wealth's OPTT Position: Q2 2026 in Review

Morton Brown Family Wealth held its Ocean Power Technologies (OPTT) position steady in Q2 2026 at 58,285 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #174.

Morton Brown Family Wealth first reported a position in OPTT in Q4 2025 and has held it in 3 quarters since. The position peaked at $20.4K in Q1 2026. 14 funds tracked by Wall St. Rank hold OPTT as of Q2 2026.

  • Morton Brown Family Wealth held 58,285 shares of Ocean Power Technologies worth $15.3K as of Q2 2026.
  • Morton Brown Family Wealth left its Ocean Power Technologies share count unchanged in Q2 2026.
  • Ocean Power Technologies made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #174 holding.
  • Morton Brown Family Wealth first reported a position in Ocean Power Technologies in Q4 2025 and has held it in 3 quarters since.
  • Morton Brown Family Wealth's Ocean Power Technologies position peaked at $20.4K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.