Envestnet Asset Management’s Optical Cable Corp OCC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-18,000
Closed -$52.3K 4622
2025
Q2
$52.3K Hold
18,000
﹤0.01% 4388
2025
Q1
$50.2K Hold
18,000
﹤0.01% 4293
2024
Q4
$65K Hold
18,000
﹤0.01% 4247
2024
Q3
$48.2K Hold
18,000
﹤0.01% 4178
2024
Q2
$48.8K Hold
18,000
﹤0.01% 4108
2024
Q1
$50.9K Hold
18,000
﹤0.01% 4106
2023
Q4
$48.6K Buy
+18,000
New +$48.1K ﹤0.01% 3986

Other funds holding OCC

Envestnet Asset Management's OCC Position: Q3 2025 in Review

Envestnet Asset Management sold out of Optical Cable Corp (OCC) in Q3 2025, closing a stake of 18,000 shares — an estimated $52.3K sold.

Envestnet Asset Management first reported a position in OCC in Q4 2023 and held it in 7 quarters. The position peaked at $65K in Q4 2024. 30 funds tracked by Wall St. Rank hold OCC as of Q3 2025.

  • Envestnet Asset Management reported no remaining Optical Cable Corp position as of Q3 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 18,000 Optical Cable Corp shares in Q3 2025, an estimated $52.3K.
  • Envestnet Asset Management first reported a position in Optical Cable Corp in Q4 2023 and held it in 7 quarters.
  • Envestnet Asset Management's Optical Cable Corp position peaked at $65K in Q4 2024.
  • 30 funds tracked by Wall St. Rank held Optical Cable Corp as of Q3 2025.

Based on Envestnet Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.