Optimize Financial’s Astera Labs ALAB Stock Holding History

Optimize Financial’s Portfolio ALAB Stock Details ALAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-28,581	Closed	-$2.58M	–	447
2025 Q2	$2.58M	Sell	28,581 -204	-0.7%	-$16.1K	1.58%	6
2025 Q1	$1.72M	Buy	+28,785	New	+$2.66M	0.65%	27

Other funds holding ALAB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Optimize Financial's ALAB Position: Q3 2025 in Review

Optimize Financial sold out of Astera Labs (ALAB) in Q3 2025, closing a stake of 28,581 shares — an estimated $2.58M sold.

Optimize Financial first reported a position in ALAB in Q1 2025 and held it in 2 quarters. The position peaked at $2.58M in Q2 2025. 659 funds tracked by Wall St. Rank hold ALAB as of Q3 2025.

Optimize Financial reported no remaining Astera Labs position as of Q3 2025 after selling out during the quarter.
Optimize Financial sold 28,581 Astera Labs shares in Q3 2025, an estimated $2.58M.
Optimize Financial first reported a position in Astera Labs in Q1 2025 and held it in 2 quarters.
Optimize Financial's Astera Labs position peaked at $2.58M in Q2 2025.
659 funds tracked by Wall St. Rank held Astera Labs as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.