Optas LLC’s Stem STEM Stock Holding History

Optas LLC’s Portfolio STEM Stock Details STEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,421	Closed	-$9.95K	–	383
2025 Q1	$9.95K	Buy	1,421 +847	+148%	+$9.81K	﹤0.01%	310
2024 Q4	$6.92K	Sell	574 -1,306	-69%	-$11.2K	﹤0.01%	282
2024 Q3	$13.1K	Buy	1,880 +1,350	+255%	+$21.2K	﹤0.01%	252
2024 Q2	$11.8K	Buy	+530	New	+$15.5K	﹤0.01%	219

Other funds holding STEM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Optas LLC's STEM Position: Q2 2025 in Review

Optas LLC sold out of Stem (STEM) in Q2 2025, closing a stake of 1,421 shares — an estimated $9.95K sold.

Optas LLC first reported a position in STEM in Q2 2024 and held it in 4 quarters. The position peaked at $13.1K in Q3 2024. 81 funds tracked by Wall St. Rank hold STEM as of Q2 2025.

Optas LLC reported no remaining Stem position as of Q2 2025 after selling out during the quarter.
Optas LLC sold 1,421 Stem shares in Q2 2025, an estimated $9.95K.
Optas LLC first reported a position in Stem in Q2 2024 and held it in 4 quarters.
Optas LLC's Stem position peaked at $13.1K in Q3 2024.
81 funds tracked by Wall St. Rank held Stem as of Q2 2025.

Based on Optas LLC's 13F filing for Q2 2025, filed 23 Jul 2025.