OF
ATRO icon

Optimize Financial’s Astronics ATRO Stock Holding History

Optimize Financial’s Portfolio ATRO Stock Details ATRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$376K Sell
4,623
-925
-17% -$63.1K 0.14% 226
2026
Q1 		$308K Buy
+5,548
New +$335K 0.15% 257

Other funds holding ATRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Optimize Financial's ATRO Position: Q2 2026 in Review

Optimize Financial reduced its Astronics (ATRO) stake by 17% in Q2 2026, selling an estimated $63.1K and leaving 4,623 shares worth $376K. The position accounts for 0.14% of the portfolio, ranked #226.

Optimize Financial first reported a position in ATRO in Q1 2026 and has held it in 2 quarters since. 311 funds tracked by Wall St. Rank hold ATRO as of Q2 2026.

  • Optimize Financial held 4,623 shares of Astronics worth $376K as of Q2 2026.
  • Optimize Financial sold 925 Astronics shares in Q2 2026, an estimated $63.1K.
  • Astronics made up 0.14% of Optimize Financial's portfolio in Q2 2026, its #226 holding.
  • Optimize Financial first reported a position in Astronics in Q1 2026 and has held it in 2 quarters since.
  • 311 funds tracked by Wall St. Rank held Astronics as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.