QFPS
OPNW

Quantum Financial Planning Services’s OpenWorld, Inc. Common Stock OPNW Stock Holding History

Quantum Financial Planning Services’s Portfolio OPNW Stock Details OPNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$42.6K Hold
6,945
– – 0.01% 58
2026
Q1 		$56.3K Hold
6,945
– – 0.02% 53
2025
Q4 		$41.7K Buy
+6,945
New +$59.9K 0.02% 54

Other funds holding OPNW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Quantum Financial Planning Services's OPNW Position: Q2 2026 in Review

Quantum Financial Planning Services held its OpenWorld, Inc. Common Stock (OPNW) position steady in Q2 2026 at 6,945 shares worth $42.6K. The position accounts for 0.01% of the portfolio, ranked #58.

Quantum Financial Planning Services first reported a position in OPNW in Q4 2025 and has held it in 3 quarters since. The position peaked at $56.3K in Q1 2026. 22 funds tracked by Wall St. Rank hold OPNW as of Q2 2026.

  • Quantum Financial Planning Services held 6,945 shares of OpenWorld, Inc. Common Stock worth $42.6K as of Q2 2026.
  • Quantum Financial Planning Services left its OpenWorld, Inc. Common Stock share count unchanged in Q2 2026.
  • OpenWorld, Inc. Common Stock made up 0.01% of Quantum Financial Planning Services's portfolio in Q2 2026, its #58 holding.
  • Quantum Financial Planning Services first reported a position in OpenWorld, Inc. Common Stock in Q4 2025 and has held it in 3 quarters since.
  • Quantum Financial Planning Services's OpenWorld, Inc. Common Stock position peaked at $56.3K in Q1 2026.
  • 22 funds tracked by Wall St. Rank held OpenWorld, Inc. Common Stock as of Q2 2026.

Based on Quantum Financial Planning Services's 13F filing for Q2 2026, filed 15 Jul 2026.