Valeo Financial Advisors’s Opendoor OPEN Stock Holding History

Valeo Financial 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	$192K	Buy	41,501 +440	+1%	+$2.11K	﹤0.01%	772
2026 Q1	$192K	Buy	+41,061	New	+$221K	﹤0.01%	696
2025 Q3	–	Sell	-189,742	Closed	-$97.9K	–	871
2025 Q2	$97.9K	Buy	+189,742	New	+$137K	﹤0.01%	741
2024 Q4	–	Sell	-21,445	Closed	-$41.5K	–	776
2024 Q3	$41.5K	Buy	21,445 +8,532	+66%	+$17.3K	﹤0.01%	691
2024 Q2	$23K	Buy	+12,913	New	+$27.8K	﹤0.01%	649
2023 Q1	–	Sell	-10,480	Closed	-$11.8K	–	661
2022 Q4	$11.8K	Buy	+10,480	New	+$20.1K	﹤0.01%	532
2022 Q2	–	Sell	-16,776	Closed	-$140K	–	611
2022 Q1	$140K	Buy	16,776 +2,097	+14%	+$19.5K	0.01%	568
2021 Q4	$208K	Buy	+14,679	New	+$271K	0.01%	511
2021 Q2	–	Sell	-6,183	Closed	-$127K	–	1398
2021 Q1	$127K	Sell	6,183 -518	-8%	-$13.7K	0.01%	553
2020 Q4	$147K	Buy	6,701 +5,306	+380%	+$111K	0.01%	480
2020 Q3	$26K	Buy	+1,395	New	+$16.7K	﹤0.01%	852

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

Valeo Financial Advisors's OPEN Position: Q2 2026 in Review

Valeo Financial Advisors increased its Opendoor (OPEN) stake by 1.1% in Q2 2026, buying an estimated $2.11K and bringing the position to 41,501 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Valeo Financial Advisors first reported a position in OPEN in Q3 2020 and has held it in 11 quarters since. The position peaked at $208K in Q4 2021. 391 funds tracked by Wall St. Rank hold OPEN as of Q2 2026.

Valeo Financial Advisors held 41,501 shares of Opendoor worth $192K as of Q2 2026.
Valeo Financial Advisors bought 440 Opendoor shares in Q2 2026, an estimated $2.11K.
Opendoor made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #772 holding.
Valeo Financial Advisors first reported a position in Opendoor in Q3 2020 and has held it in 11 quarters since.
Valeo Financial Advisors's Opendoor position peaked at $208K in Q4 2021.
391 funds tracked by Wall St. Rank held Opendoor as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.