PWA
OPLN

Physician Wealth Advisors’s Openlane OPLN Stock Holding History

Physician Wealth 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 		$702 Sell
17
-14
-45% -$489 ﹤0.01% 1957
2026
Q1 		$904 Hold
31
– – ﹤0.01% 1746
2025
Q4 		$924 Hold
31
– – ﹤0.01% 1664
2025
Q3 		$893 Hold
31
– – ﹤0.01% 1645
2025
Q2 		$758 Buy
+31
New +$655 ﹤0.01% 1576

Other funds holding OPLN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Physician Wealth Advisors's OPLN Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Openlane (OPLN) stake by 45% in Q2 2026, selling an estimated $489 and leaving 17 shares worth $702. The position accounts for ﹤0.01% of the portfolio, ranked #1957.

Physician Wealth Advisors first reported a position in OPLN in Q2 2025 and has held it in 5 quarters since. The position peaked at $924 in Q4 2025. 201 funds tracked by Wall St. Rank hold OPLN as of Q2 2026.

  • Physician Wealth Advisors held 17 shares of Openlane worth $702 as of Q2 2026.
  • Physician Wealth Advisors sold 14 Openlane shares in Q2 2026, an estimated $489.
  • Openlane made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1957 holding.
  • Physician Wealth Advisors first reported a position in Openlane in Q2 2025 and has held it in 5 quarters since.
  • Physician Wealth Advisors's Openlane position peaked at $924 in Q4 2025.
  • 201 funds tracked by Wall St. Rank held Openlane as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.