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NewEdge Advisors’s Optex Systems OPXS Stock Holding History

NewEdge Advisors’s Portfolio OPXS Stock Details OPXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.05K Sell
382
-284
-43% -$3.92K ﹤0.01% 3589
2025
Q4 		$9.44K Sell
666
-609
-48% -$8.99K ﹤0.01% 3484
2025
Q3 		$16.4K Sell
1,275
-317
-20% -$3.83K ﹤0.01% 3183
2025
Q2 		$18.3K Buy
+1,592
New +$12.4K ﹤0.01% 2988

Other funds holding OPXS

TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NewEdge Advisors's OPXS Position: Q1 2026 in Review

NewEdge Advisors reduced its Optex Systems (OPXS) stake by 43% in Q1 2026, selling an estimated $3.92K and leaving 382 shares worth $5.05K. The position accounts for ﹤0.01% of the portfolio, ranked #3589.

NewEdge Advisors first reported a position in OPXS in Q2 2025 and has held it in 4 quarters since. The position peaked at $18.3K in Q2 2025. 35 funds tracked by Wall St. Rank hold OPXS as of Q1 2026.

  • NewEdge Advisors held 382 shares of Optex Systems worth $5.05K as of Q1 2026.
  • NewEdge Advisors sold 284 Optex Systems shares in Q1 2026, an estimated $3.92K.
  • Optex Systems made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3589 holding.
  • NewEdge Advisors first reported a position in Optex Systems in Q2 2025 and has held it in 4 quarters since.
  • NewEdge Advisors's Optex Systems position peaked at $18.3K in Q2 2025.
  • 35 funds tracked by Wall St. Rank held Optex Systems as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.