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Optimize Financial’s Cirrus Logic CRUS Stock Holding History

Optimize Financial’s Portfolio CRUS Stock Details CRUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-17,360
Closed -$1.81M – 356
2025
Q2 		$1.81M Sell
17,360
-124
-0.7% -$12.1K 1.11% 29
2025
Q1 		$1.74M Buy
17,484
+4,402
+34% +$454K 1.26% 25
2024
Q4 		$1.3M Buy
+13,082
New +$1.44M 0.98% 27

Other funds holding CRUS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optimize Financial's CRUS Position: Q3 2025 in Review

Optimize Financial sold out of Cirrus Logic (CRUS) in Q3 2025, closing a stake of 17,360 shares — an estimated $1.81M sold.

Optimize Financial first reported a position in CRUS in Q4 2024 and held it in 3 quarters. The position peaked at $1.81M in Q2 2025. 477 funds tracked by Wall St. Rank hold CRUS as of Q3 2025.

  • Optimize Financial reported no remaining Cirrus Logic position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 17,360 Cirrus Logic shares in Q3 2025, an estimated $1.81M.
  • Optimize Financial first reported a position in Cirrus Logic in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's Cirrus Logic position peaked at $1.81M in Q2 2025.
  • 477 funds tracked by Wall St. Rank held Cirrus Logic as of Q3 2025.

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