Ritholtz Wealth Management
OPXS icon

Ritholtz Wealth Management’s Optex Systems OPXS Stock Holding History

Ritholtz Wealth Management’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
Q3 		– Sell
-31,114
Closed -$437K – 1479
2026
Q2 		$437K Sell
31,114
-9,269
-23% -$109K 0.01% 907
2026
Q1 		$534K Sell
40,383
-6,357
-14% -$87.7K 0.01% 768
2025
Q4 		$663K Buy
46,740
+24,332
+109% +$359K 0.01% 631
2025
Q3 		$289K Buy
+22,408
New +$271K 0.01% 849

Other funds holding OPXS

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Ritholtz Wealth Management's OPXS Position: Q3 2026 in Review

Ritholtz Wealth Management sold out of Optex Systems (OPXS) in Q3 2026, closing a stake of 31,114 shares — an estimated $437K sold.

Ritholtz Wealth Management first reported a position in OPXS in Q3 2025 and held it in 4 quarters. The position peaked at $663K in Q4 2025. 8 funds tracked by Wall St. Rank hold OPXS as of Q3 2026.

  • Ritholtz Wealth Management reported no remaining Optex Systems position as of Q3 2026 after selling out during the quarter.
  • Ritholtz Wealth Management sold 31,114 Optex Systems shares in Q3 2026, an estimated $437K.
  • Ritholtz Wealth Management first reported a position in Optex Systems in Q3 2025 and held it in 4 quarters.
  • Ritholtz Wealth Management's Optex Systems position peaked at $663K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Optex Systems as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.