Wealthcare Advisory Partners’s Openlane OPLN Stock Holding History

Wealthcare Advisory Partners’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 Q1	–	Sell	-10,000	Closed	-$298K	–	1115
2025 Q4	$298K	Buy	+10,000	New	+$270K	0.01%	875
2021 Q2	–	Sell	-30	Closed	–	–	1234
2021 Q1	$0	Buy	+30	New	+$511	﹤0.01%	2085
2020 Q2	–	Sell	-30	Closed	–	–	884
2020 Q1	$0	Hold	30	–	–	﹤0.01%	1544
2019 Q4	$1K	Hold	30	–	–	﹤0.01%	1330
2019 Q3	$1K	Hold	30	–	–	﹤0.01%	1292
2019 Q2	$1K	Sell	30 -49	-62%	-$1.06K	﹤0.01%	1255
2019 Q1	$2K	Hold	79	–	–	﹤0.01%	1100
2018 Q4	$1K	Hold	79	–	–	﹤0.01%	1145
2018 Q3	$2K	Buy	+79	New	+$1.82K	﹤0.01%	1124

Other funds holding OPLN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthcare Advisory Partners's OPLN Position: Q1 2026 in Review

Wealthcare Advisory Partners sold out of Openlane (OPLN) in Q1 2026, closing a stake of 10,000 shares — an estimated $298K sold.

Wealthcare Advisory Partners first reported a position in OPLN in Q3 2018 and held it in 9 quarters. The position peaked at $298K in Q4 2025. 298 funds tracked by Wall St. Rank hold OPLN as of Q1 2026.

Wealthcare Advisory Partners reported no remaining Openlane position as of Q1 2026 after selling out during the quarter.
Wealthcare Advisory Partners sold 10,000 Openlane shares in Q1 2026, an estimated $298K.
Wealthcare Advisory Partners first reported a position in Openlane in Q3 2018 and held it in 9 quarters.
Wealthcare Advisory Partners's Openlane position peaked at $298K in Q4 2025.
298 funds tracked by Wall St. Rank held Openlane as of Q1 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2026, filed 14 Apr 2026.