TWD
OPLN

True Wealth Design’s Openlane OPLN Stock Holding History

True Wealth Design’s Portfolio OPLN Stock Details OPLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$743 Hold
18
– – ﹤0.01% 2081
2026
Q1 		$525 Hold
18
– – ﹤0.01% 2031
2025
Q4 		$537 Sell
18
-1
-5% -$27 ﹤0.01% 1929
2025
Q3 		$547 Buy
19
+18
+1,800% +$491 ﹤0.01% 1983
2025
Q2 		$25 Hold
1
– – ﹤0.01% 2491
2025
Q1 		$20 Buy
+1
New +$21 ﹤0.01% 2584
2024
Q4 		– Sell
-97
Closed -$1.64K – 1443
2024
Q3 		$1.64K Buy
+97
New +$1.66K ﹤0.01% 842

Other funds holding OPLN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

True Wealth Design's OPLN Position: Q2 2026 in Review

True Wealth Design held its Openlane (OPLN) position steady in Q2 2026 at 18 shares worth $743. The position accounts for ﹤0.01% of the portfolio, ranked #2081.

True Wealth Design first reported a position in OPLN in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.64K in Q3 2024. 201 funds tracked by Wall St. Rank hold OPLN as of Q2 2026.

  • True Wealth Design held 18 shares of Openlane worth $743 as of Q2 2026.
  • True Wealth Design left its Openlane share count unchanged in Q2 2026.
  • Openlane made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2081 holding.
  • True Wealth Design first reported a position in Openlane in Q3 2024 and has held it in 7 quarters since.
  • True Wealth Design's Openlane position peaked at $1.64K in Q3 2024.
  • 201 funds tracked by Wall St. Rank held Openlane as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.