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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
Q2 		– Sell
-1,500
Closed -$15.8K – 288
2026
Q1 		$15.8K Buy
1,500
+7
+0.5% +$90 ﹤0.01% 268
2025
Q4 		$13.4K Buy
1,493
+26
+2% +$351 ﹤0.01% 260
2025
Q3 		$22.2K Hold
1,467
– – ﹤0.01% 120
2025
Q2 		$22.7K Buy
1,467
+534
+57% +$7.6K ﹤0.01% 235
2025
Q1 		$12.8K Sell
933
-16,667
-95% -$360K ﹤0.01% 233
2024
Q4 		$402K Buy
17,600
+10,933
+164% +$82.2K 0.07% 155
2024
Q3 		$31.2K Buy
+6,667
New +$49.4K 0.01% 211

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
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sargent Investment Group's OPTT Position: Q2 2026 in Review

Sargent Investment Group sold out of Ocean Power Technologies (OPTT) in Q2 2026, closing a stake of 1,500 shares — an estimated $15.8K sold.

Sargent Investment Group first reported a position in OPTT in Q3 2024 and held it in 7 quarters. The position peaked at $402K in Q4 2024. 78 funds tracked by Wall St. Rank hold OPTT as of Q2 2026.

  • Sargent Investment Group reported no remaining Ocean Power Technologies position as of Q2 2026 after selling out during the quarter.
  • Sargent Investment Group sold 1,500 Ocean Power Technologies shares in Q2 2026, an estimated $15.8K.
  • Sargent Investment Group first reported a position in Ocean Power Technologies in Q3 2024 and held it in 7 quarters.
  • Sargent Investment Group's Ocean Power Technologies position peaked at $402K in Q4 2024.
  • 78 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.