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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
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

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

Ritholtz Wealth Management's OPXS Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its Optex Systems (OPXS) stake by 14% in Q1 2026, selling an estimated $87.7K and leaving 40,383 shares worth $534K. The position accounts for 0.01% of the portfolio, ranked #768.

Ritholtz Wealth Management first reported a position in OPXS in Q3 2025 and has held it in 3 quarters since. The position peaked at $663K in Q4 2025. 35 funds tracked by Wall St. Rank hold OPXS as of Q1 2026.

  • Ritholtz Wealth Management held 40,383 shares of Optex Systems worth $534K as of Q1 2026.
  • Ritholtz Wealth Management sold 6,357 Optex Systems shares in Q1 2026, an estimated $87.7K.
  • Optex Systems made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #768 holding.
  • Ritholtz Wealth Management first reported a position in Optex Systems in Q3 2025 and has held it in 3 quarters since.
  • Ritholtz Wealth Management's Optex Systems position peaked at $663K in Q4 2025.
  • 35 funds tracked by Wall St. Rank held Optex Systems as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.