MIM
OPTU

Morningstar Investment Management’s Optimum Communications Inc OPTU Stock Holding History

Morningstar Investment Management’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
2025
Q4 		– Sell
-16,055
Closed -$39K – 339
2025
Q3 		$39K Buy
+16,055
New +$39.4K ﹤0.01% 471

Other funds holding OPTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Morningstar Investment Management's OPTU Position: Q4 2025 in Review

Morningstar Investment Management sold out of Optimum Communications Inc (OPTU) in Q4 2025, closing a stake of 16,055 shares — an estimated $39K sold.

Morningstar Investment Management first reported a position in OPTU in Q3 2025 and held it in 1 quarter. The position peaked at $39K in Q3 2025. 175 funds tracked by Wall St. Rank hold OPTU as of Q4 2025.

  • Morningstar Investment Management reported no remaining Optimum Communications Inc position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 16,055 Optimum Communications Inc shares in Q4 2025, an estimated $39K.
  • Morningstar Investment Management first reported a position in Optimum Communications Inc in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's Optimum Communications Inc position peaked at $39K in Q3 2025.
  • 175 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.