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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
Q2 		$5.24K Hold
20,000
– – ﹤0.01% 1004
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

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Western Wealth Management's OPTT Position: Q2 2026 in Review

Western Wealth Management held its Ocean Power Technologies (OPTT) position steady in Q2 2026 at 20,000 shares worth $5.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Western Wealth Management first reported a position in OPTT in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.56K in Q3 2025. 81 funds tracked by Wall St. Rank hold OPTT as of Q2 2026.

  • Western Wealth Management held 20,000 shares of Ocean Power Technologies worth $5.24K as of Q2 2026.
  • Western Wealth Management left its Ocean Power Technologies share count unchanged in Q2 2026.
  • Ocean Power Technologies made up ﹤0.01% of Western Wealth Management's portfolio in Q2 2026, its #1004 holding.
  • Western Wealth Management first reported a position in Ocean Power Technologies in Q3 2025 and has held it in 4 quarters since.
  • Western Wealth Management's Ocean Power Technologies position peaked at $8.56K in Q3 2025.
  • 81 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.