SAG
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SageView Advisory Group’s Ocean Power Technologies OPTT Stock Holding History

SageView Advisory Group’s Portfolio OPTT Stock Details OPTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2
Closed -$14 – 1849
2025
Q4 		$14 Buy
+2
New +$27 ﹤0.01% 2593

Other funds holding OPTT

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

SageView Advisory Group's OPTT Position: Q1 2026 in Review

SageView Advisory Group sold out of Ocean Power Technologies (OPTT) in Q1 2026, closing a stake of 2 shares — an estimated $14 sold.

SageView Advisory Group first reported a position in OPTT in Q4 2025 and held it in 1 quarter. The position peaked at $14 in Q4 2025. 66 funds tracked by Wall St. Rank hold OPTT as of Q1 2026.

  • SageView Advisory Group reported no remaining Ocean Power Technologies position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 2 Ocean Power Technologies shares in Q1 2026, an estimated $14.
  • SageView Advisory Group first reported a position in Ocean Power Technologies in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Ocean Power Technologies position peaked at $14 in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.