CAPTRUST Financial Advisors
OPTU

CAPTRUST Financial Advisors’s Optimum Communications Inc OPTU Stock Holding History

CAPTRUST Financial Advisors’s Portfolio OPTU Stock Details OPTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$103K Buy
71,290
+57,465
+416% +$71.4K ﹤0.01% 3036
2026
Q1 		$18K Buy
13,825
+3,416
+33% +$5.37K ﹤0.01% 2968
2025
Q4 		$17.2K Buy
+10,409
New +$21.2K ﹤0.01% 2719
2023
Q2 		– Sell
-19,150
Closed -$65.5K – 2532
2023
Q1 		$65.5K Buy
+19,150
New +$81.4K ﹤0.01% 2196
2022
Q4 		– Sell
-18,108
Closed -$106K – 2064
2022
Q3 		$106K Buy
18,108
+1,982
+12% +$19K ﹤0.01% 1934
2022
Q2 		$149K Sell
16,126
-28,063
-64% -$294K ﹤0.01% 1907
2022
Q1 		$551K Buy
44,189
+41,974
+1,895% +$561K ﹤0.01% 1106
2021
Q4 		$36K Buy
2,215
+1,820
+461% +$30.9K ﹤0.01% 2898
2021
Q3 		$8K Buy
395
+45
+13% +$1.31K ﹤0.01% 3719
2021
Q2 		$12K Sell
350
-9
-3% -$315 ﹤0.01% 3423
2021
Q1 		$12K Buy
359
+160
+80% +$5.57K ﹤0.01% 3324
2020
Q4 		$8K Sell
199
-147
-42% -$4.61K ﹤0.01% 2649
2020
Q3 		$9K Buy
346
+1
+0.3% +$26 ﹤0.01% 2313
2020
Q2 		$8K Buy
+345
New +$8.46K ﹤0.01% 2245
2019
Q4 		– Sell
-372
Closed -$11K – 1060
2019
Q3 		$11K Buy
+372
New +$10.1K ﹤0.01% 1455

Other funds holding OPTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ML
MILFAM LLC Stuart, Florida $128M AUM
KLCMU
Kite Lake Capital Management (UK) London, United Kingdom $290M AUM 183.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return
SIG
Senator Investment Group New York $2.74B AUM 55.95% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CAPTRUST Financial Advisors's OPTU Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Optimum Communications Inc (OPTU) stake by 416% in Q2 2026, buying an estimated $71.4K and bringing the position to 71,290 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #3036.

CAPTRUST Financial Advisors first reported a position in OPTU in Q3 2019 and has held it in 15 quarters since. The position peaked at $551K in Q1 2022. 193 funds tracked by Wall St. Rank hold OPTU as of Q2 2026.

  • CAPTRUST Financial Advisors held 71,290 shares of Optimum Communications Inc worth $103K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 57,465 Optimum Communications Inc shares in Q2 2026, an estimated $71.4K.
  • Optimum Communications Inc made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #3036 holding.
  • CAPTRUST Financial Advisors first reported a position in Optimum Communications Inc in Q3 2019 and has held it in 15 quarters since.
  • CAPTRUST Financial Advisors's Optimum Communications Inc position peaked at $551K in Q1 2022.
  • 193 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.