SOA Wealth Advisors’s Opendoor OPEN Stock Holding History

SOA Wealth Advisors’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	$97	Hold	21	–	–	﹤0.01%	865
2026 Q1	$98	Sell	21 -1,000	-98%	-$5.39K	﹤0.01%	833
2025 Q4	$5.95K	Sell	1,021 -34	-3%	-$244	﹤0.01%	651
2025 Q3	$8.14K	Buy	1,055 +1,033	+4,695%	+$4.19K	﹤0.01%	630
2025 Q2	$11	Hold	22	–	–	﹤0.01%	872
2025 Q1	$21	Hold	22	–	–	﹤0.01%	872
2024 Q4	$34	Hold	22	–	–	﹤0.01%	864
2024 Q3	$42	Hold	22	–	–	﹤0.01%	828
2024 Q2	$39	Hold	22	–	–	﹤0.01%	841
2024 Q1	$64	Hold	22	–	–	﹤0.01%	892
2023 Q4	$94	Hold	22	–	–	﹤0.01%	874
2023 Q3	$55	Hold	22	–	–	﹤0.01%	920
2023 Q2	$84	Hold	22	–	–	﹤0.01%	912
2023 Q1	$37	Hold	22	–	–	﹤0.01%	953
2022 Q4	$24	Sell	22 -62	-74%	-$119	﹤0.01%	963
2022 Q3	$0	Hold	84	–	–	﹤0.01%	941
2022 Q2	$0	Buy	84 +62	+282%	+$409	﹤0.01%	967
2022 Q1	$0	Hold	22	–	–	﹤0.01%	976
2021 Q4	$0	Hold	22	–	–	﹤0.01%	951
2021 Q3	$0	Hold	22	–	–	﹤0.01%	963
2021 Q2	$0	Hold	22	–	–	﹤0.01%	941
2021 Q1	$0	Hold	22	–	–	﹤0.01%	892
2020 Q4	$0	Buy	+22	New	+$461	﹤0.01%	862

Other funds holding OPEN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Lennar Corp Miami, Florida $63.2M AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SOA Wealth Advisors's OPEN Position: Q2 2026 in Review

SOA Wealth Advisors held its Opendoor (OPEN) position steady in Q2 2026 at 21 shares worth $97. The position accounts for ﹤0.01% of the portfolio, ranked #865.

SOA Wealth Advisors first reported a position in OPEN in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.14K in Q3 2025. 391 funds tracked by Wall St. Rank hold OPEN as of Q2 2026.

SOA Wealth Advisors held 21 shares of Opendoor worth $97 as of Q2 2026.
SOA Wealth Advisors left its Opendoor share count unchanged in Q2 2026.
Opendoor made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #865 holding.
SOA Wealth Advisors first reported a position in Opendoor in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Opendoor position peaked at $8.14K in Q3 2025.
391 funds tracked by Wall St. Rank held Opendoor as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.