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
2022 Q2	–	Sell	-1,033	Closed	-$9K	–	610
2022 Q1	$9K	Sell	1,033 -620	-38%	-$5.76K	﹤0.01%	634
2021 Q4	$23K	Buy	+1,653	New	+$30.5K	﹤0.01%	578
2021 Q2	–	Sell	-1,653	Closed	-$34K	–	1397
2021 Q1	$34K	Buy	+1,653	New	+$43.6K	﹤0.01%	999

Other funds holding OPEN

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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. 132 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.
132 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.