Steward Partners Investment Advisory’s Ocean Power Technologies OPTT Stock Holding History

Steward Partners Investment Advisory’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	$211	Hold	603	–	–	﹤0.01%	4309
2025 Q4	$181	Hold	603	–	–	﹤0.01%	4201
2025 Q3	$304	Hold	603	–	–	﹤0.01%	4154
2025 Q2	$286	Hold	603	–	–	﹤0.01%	4009
2025 Q1	$275	Buy	+603	New	+$434	﹤0.01%	3902

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 $772M AUM 14.37% 1-Year Est. Return

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

Steward Partners Investment Advisory's OPTT Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Ocean Power Technologies (OPTT) position steady in Q1 2026 at 603 shares worth $211. The position accounts for ﹤0.01% of the portfolio, ranked #4309.

Steward Partners Investment Advisory first reported a position in OPTT in Q1 2025 and has held it in 5 quarters since. The position peaked at $304 in Q3 2025. 69 funds tracked by Wall St. Rank hold OPTT as of Q1 2026.

Steward Partners Investment Advisory held 603 shares of Ocean Power Technologies worth $211 as of Q1 2026.
Steward Partners Investment Advisory left its Ocean Power Technologies share count unchanged in Q1 2026.
Ocean Power Technologies made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #4309 holding.
Steward Partners Investment Advisory first reported a position in Ocean Power Technologies in Q1 2025 and has held it in 5 quarters since.
Steward Partners Investment Advisory's Ocean Power Technologies position peaked at $304 in Q3 2025.
69 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.