NewEdge Advisors’s Ocean Power Technologies OPTT Stock Holding History

NewEdge Advisors’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	–	Sell	-10,000	Closed	-$3.5K	–	4328
2026 Q1	$3.5K	Buy	+10,000	New	+$4.3K	﹤0.01%	3680
2023 Q1	–	Sell	-2,500	Closed	-$1.13K	–	3924
2022 Q4	$1.13K	Buy	+2,500	New	+$1.71K	﹤0.01%	3002

Other funds holding OPTT

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

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

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

NewEdge Advisors's OPTT Position: Q2 2026 in Review

NewEdge Advisors sold out of Ocean Power Technologies (OPTT) in Q2 2026, closing a stake of 10,000 shares — an estimated $3.5K sold.

NewEdge Advisors first reported a position in OPTT in Q4 2022 and held it in 2 quarters. The position peaked at $3.5K in Q1 2026. 81 funds tracked by Wall St. Rank hold OPTT as of Q2 2026.

NewEdge Advisors reported no remaining Ocean Power Technologies position as of Q2 2026 after selling out during the quarter.
NewEdge Advisors sold 10,000 Ocean Power Technologies shares in Q2 2026, an estimated $3.5K.
NewEdge Advisors first reported a position in Ocean Power Technologies in Q4 2022 and held it in 2 quarters.
NewEdge Advisors's Ocean Power Technologies position peaked at $3.5K in Q1 2026.
81 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q2 2026.

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