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Western Wealth Management’s Ocean Power Technologies OPTT Stock Holding History

Western Wealth Management’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 		$7K Hold
20,000
– – ﹤0.01% 954
2025
Q4 		$6K Buy
20,000
+3,004
+18% +$1.35K ﹤0.01% 831
2025
Q3 		$8.56K Buy
+16,996
New +$9.29K ﹤0.01% 762

Other funds holding OPTT

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Western Wealth Management's OPTT Position: Q1 2026 in Review

Western Wealth Management held its Ocean Power Technologies (OPTT) position steady in Q1 2026 at 20,000 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

Western Wealth Management first reported a position in OPTT in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.56K in Q3 2025. 69 funds tracked by Wall St. Rank hold OPTT as of Q1 2026.

  • Western Wealth Management held 20,000 shares of Ocean Power Technologies worth $7K as of Q1 2026.
  • Western Wealth Management left its Ocean Power Technologies share count unchanged in Q1 2026.
  • Ocean Power Technologies made up ﹤0.01% of Western Wealth Management's portfolio in Q1 2026, its #954 holding.
  • Western Wealth Management first reported a position in Ocean Power Technologies in Q3 2025 and has held it in 3 quarters since.
  • Western Wealth Management's Ocean Power Technologies position peaked at $8.56K in Q3 2025.
  • 69 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.