EverSource Wealth Advisors’s Optimum Communications Inc OPTU Stock Holding History

EverSource Wealth 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	$9.65K	Buy	6,656 +3,448	+107%	+$4.29K	﹤0.01%	2938
2026 Q1	$4.17K	Buy	3,208 +2,023	+171%	+$3.18K	﹤0.01%	3345
2025 Q4	$1.96K	Buy	1,185 +401	+51%	+$816	﹤0.01%	3503
2025 Q3	$1.89K	Buy	784 +277	+55%	+$680	﹤0.01%	3533
2025 Q2	$1.08K	Buy	507 +244	+93%	+$572	﹤0.01%	3712
2025 Q1	$700	Hold	263	–	–	﹤0.01%	3347
2024 Q4	$634	Hold	263	–	–	﹤0.01%	3111
2024 Q3	$647	Hold	263	–	–	﹤0.01%	2812
2024 Q2	$550	Hold	263	–	–	﹤0.01%	2869
2024 Q1	$508	Buy	+263	New	+$662	﹤0.01%	2716
2023 Q1	–	Sell	-2,311	Closed	-$10.6K	–	2387
2022 Q4	$10.6K	Buy	2,311 +2,139	+1,244%	+$10.5K	﹤0.01%	1310
2022 Q3	$1K	Buy	+172	New	+$1.65K	﹤0.01%	1779
2022 Q1	–	Sell	-2,029	Closed	-$33K	–	1705
2021 Q4	$33K	Buy	+2,029	New	+$34.4K	0.01%	504

Other funds holding OPTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

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 New York $276B AUM 44.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EverSource Wealth Advisors's OPTU Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Optimum Communications Inc (OPTU) stake by 107% in Q2 2026, buying an estimated $4.29K and bringing the position to 6,656 shares worth $9.65K. The position accounts for ﹤0.01% of the portfolio, ranked #2938.

EverSource Wealth Advisors first reported a position in OPTU in Q4 2021 and has held it in 13 quarters since. The position peaked at $33K in Q4 2021. 193 funds tracked by Wall St. Rank hold OPTU as of Q2 2026.

EverSource Wealth Advisors held 6,656 shares of Optimum Communications Inc worth $9.65K as of Q2 2026.
EverSource Wealth Advisors bought 3,448 Optimum Communications Inc shares in Q2 2026, an estimated $4.29K.
Optimum Communications Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2938 holding.
EverSource Wealth Advisors first reported a position in Optimum Communications Inc in Q4 2021 and has held it in 13 quarters since.
EverSource Wealth Advisors's Optimum Communications Inc position peaked at $33K in Q4 2021.
193 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.