Sargent Investment Group’s Ocean Power Technologies OPTT Stock Holding History

Sargent Investment 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	$15.8K	Buy	45,000 +200	+0.4%	+$86	﹤0.01%	268
2025 Q4	$13.4K	Buy	44,800 +800	+2%	+$360	﹤0.01%	260
2025 Q3	$22.2K	Hold	44,000	–	–	﹤0.01%	120
2025 Q2	$22.7K	Buy	44,000 +16,000	+57%	+$7.59K	﹤0.01%	235
2025 Q1	$12.8K	Sell	28,000 -500,000	-95%	-$360K	﹤0.01%	233
2024 Q4	$402K	Buy	528,000 +328,000	+164%	+$82.2K	0.07%	155
2024 Q3	$31.2K	Buy	+200,000	New	+$49.4K	0.01%	211

Other funds holding OPTT

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DOA

D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Sargent Investment Group's OPTT Position: Q1 2026 in Review

Sargent Investment Group increased its Ocean Power Technologies (OPTT) stake by 0.45% in Q1 2026, buying an estimated $86 and bringing the position to 45,000 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #268.

Sargent Investment Group first reported a position in OPTT in Q3 2024 and has held it in 7 quarters since. The position peaked at $402K in Q4 2024. 69 funds tracked by Wall St. Rank hold OPTT as of Q1 2026.

Sargent Investment Group held 45,000 shares of Ocean Power Technologies worth $15.8K as of Q1 2026.
Sargent Investment Group bought 200 Ocean Power Technologies shares in Q1 2026, an estimated $86.
Ocean Power Technologies made up ﹤0.01% of Sargent Investment Group's portfolio in Q1 2026, its #268 holding.
Sargent Investment Group first reported a position in Ocean Power Technologies in Q3 2024 and has held it in 7 quarters since.
Sargent Investment Group's Ocean Power Technologies position peaked at $402K in Q4 2024.
69 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.