Back to OPY
MORGAN STANLEY OPY Position History
Oppenheimer Holdings Inc. • Financial Services
Quarters held
22
Latest value
$3K
Q2 2026
Peak value
$10.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $36K |
| Q3 2025 | $6M |
| Q3 2025 | $260K |
| Q3 2025 | $67K |
| Q3 2025 | $17K |
| Q4 2025 | $54K |
| Q4 2025 | $3.8M |
| Q4 2025 | $7K |
| Q4 2025 | $250K |
| Q4 2025 | $2.1M |
| Q4 2025 | $2K |
| Q1 2026 | $97K |
| Q1 2026 | $7.3M |
| Q1 2026 | $35K |
| Q1 2026 | $296K |
| Q1 2026 | $177K |
| Q1 2026 | $2K |
| Q2 2026 | $165K |
| Q2 2026 | $10.8M |
| Q2 2026 | $55K |
| Q2 2026 | $304K |
| Q2 2026 | $3K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $3K | 25 | — | — |
| Q2 2026 | $304K | 2.9K | — | — |
| Q2 2026 | $55K | 520 | — | — |
| Q2 2026 | $10.8M | 101.9K | — | — |
| Q2 2026 | $165K | 1.6K | — | — |
| Q1 2026 | $2K | 25 | — | — |
| Q1 2026 | $177K | 2.0K | — | — |
| Q1 2026 | $296K | 3.3K | — | — |
| Q1 2026 | $35K | 388 | — | — |
| Q1 2026 | $7.3M | 81.3K | — | — |
| Q1 2026 | $97K | 1.1K | — | — |
| Q4 2025 | $2K | 25 | — | — |
| Q4 2025 | $2.1M | 28.5K | — | — |
| Q4 2025 | $250K | 3.5K | — | — |
| Q4 2025 | $7K | 97 | — | — |
| Q4 2025 | $3.8M | 52.0K | — | — |
| Q4 2025 | $54K | 751 | — | — |
| Q3 2025 | $17K | 225 | — | — |
| Q3 2025 | $67K | 903 | — | — |
| Q3 2025 | $260K | 3.5K | — | — |
| Q3 2025 | $6M | 81.4K | — | — |
| Q3 2025 | $36K | 487 | — | — |