NewEdge Advisors’s Openlane OPLN Stock Holding History

NewEdge Advisors’s Portfolio OPLN Stock Details OPLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.19K	Sell	150 -11	-7%	-$385	﹤0.01%	3662
2026 Q1	$4.69K	Buy	161 +11	+7%	+$318	﹤0.01%	3612
2025 Q4	$4.47K	Hold	150	–	–	﹤0.01%	3711
2025 Q3	$4.32K	Hold	150	–	–	﹤0.01%	3577
2025 Q2	$3.67K	Hold	150	–	–	﹤0.01%	3486
2025 Q1	$2.89K	Hold	150	–	–	﹤0.01%	3432
2024 Q4	$2.98K	Hold	150	–	–	﹤0.01%	3370
2024 Q3	$2.53K	Hold	150	–	–	﹤0.01%	3338
2024 Q2	$2.49K	Hold	150	–	–	﹤0.01%	3291
2024 Q1	$2.6K	Hold	150	–	–	﹤0.01%	3319
2023 Q4	$2.22K	Hold	150	–	–	﹤0.01%	3318
2023 Q3	$2.24K	Hold	150	–	–	﹤0.01%	3021
2023 Q2	$2.28K	Hold	150	–	–	﹤0.01%	3054
2023 Q1	$2.05K	Sell	150 -149	-50%	-$2.07K	﹤0.01%	3025
2022 Q4	$1.95K	Buy	+299	New	+$4.01K	﹤0.01%	2854
2017 Q3	–	Sell	-62,520	Closed	-$961K	–	761
2017 Q2	$961K	Buy	62,520 +8,364	+15%	+$136K	0.17%	142
2017 Q1	$849K	Buy	54,156 +14,814	+38%	+$253K	0.19%	122
2016 Q4	$673K	Buy	+39,342	New	+$628K	0.19%	117

Other funds holding OPLN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

NewEdge Advisors's OPLN Position: Q2 2026 in Review

NewEdge Advisors reduced its Openlane (OPLN) stake by 6.8% in Q2 2026, selling an estimated $385 and leaving 150 shares worth $6.19K. The position accounts for ﹤0.01% of the portfolio, ranked #3662.

NewEdge Advisors first reported a position in OPLN in Q4 2016 and has held it in 18 quarters since. The position peaked at $961K in Q2 2017. 201 funds tracked by Wall St. Rank hold OPLN as of Q2 2026.

NewEdge Advisors held 150 shares of Openlane worth $6.19K as of Q2 2026.
NewEdge Advisors sold 11 Openlane shares in Q2 2026, an estimated $385.
Openlane made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3662 holding.
NewEdge Advisors first reported a position in Openlane in Q4 2016 and has held it in 18 quarters since.
NewEdge Advisors's Openlane position peaked at $961K in Q2 2017.
201 funds tracked by Wall St. Rank held Openlane as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.