SWIM
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Smallwood Wealth Investment Management’s Opendoor OPEN Stock Holding History

Smallwood Wealth Investment Management’s Portfolio OPEN Stock Details OPEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-50
Closed -$234 – 545
2026
Q1 		$234 Sell
50
-25
-33% -$135 ﹤0.01% 476
2025
Q4 		$437 Buy
75
+49
+188% +$351 ﹤0.01% 454
2025
Q3 		$199 Buy
+26
New +$105 ﹤0.01% 475

Other funds holding OPEN

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TC
TTRF Capital Nicosia $152M AUM
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Smallwood Wealth Investment Management's OPEN Position: Q2 2026 in Review

Smallwood Wealth Investment Management sold out of Opendoor (OPEN) in Q2 2026, closing a stake of 50 shares — an estimated $234 sold.

Smallwood Wealth Investment Management first reported a position in OPEN in Q3 2025 and held it in 3 quarters. The position peaked at $437 in Q4 2025. 110 funds tracked by Wall St. Rank hold OPEN as of Q2 2026.

  • Smallwood Wealth Investment Management reported no remaining Opendoor position as of Q2 2026 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 50 Opendoor shares in Q2 2026, an estimated $234.
  • Smallwood Wealth Investment Management first reported a position in Opendoor in Q3 2025 and held it in 3 quarters.
  • Smallwood Wealth Investment Management's Opendoor position peaked at $437 in Q4 2025.
  • 110 funds tracked by Wall St. Rank held Opendoor as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.