OPY position history
The shares of Oppenheimer (OPY) that POLEN CAPITAL MANAGEMENT LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2025 Q2: 17,982 shares, $1.2M, <0.01% of portfolio, New
- 2025 Q3: 16,343 shares, $1.2M, <0.01% of portfolio, Reduce −9.1%
- 2025 Q4: 16,343 shares, $1.2M, <0.01% of portfolio
- 2026 Q1: 26,954 shares, $2.4M, 0.02% of portfolio, Add +64.9%
- 2026 Q2: 26,834 shares, $2.8M, 0.02% of portfolio, Reduce −0.4%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|