OF
EVEX icon

Optimize Financial’s Eve Holding EVEX Stock Holding History

Optimize Financial’s Portfolio EVEX Stock Details EVEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$301K Sell
119,882
-417
-0.3% -$1.2K 0.11% 252
2026
Q1 		$298K Buy
+120,299
New +$411K 0.15% 264

Other funds holding EVEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return
UAH
United Airlines Holdings Chicago, Illinois $385M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return

Optimize Financial's EVEX Position: Q2 2026 in Review

Optimize Financial reduced its Eve Holding (EVEX) stake by 0.35% in Q2 2026, selling an estimated $1.2K and leaving 119,882 shares worth $301K. The position accounts for 0.11% of the portfolio, ranked #252.

Optimize Financial first reported a position in EVEX in Q1 2026 and has held it in 2 quarters since. 150 funds tracked by Wall St. Rank hold EVEX as of Q2 2026.

  • Optimize Financial held 119,882 shares of Eve Holding worth $301K as of Q2 2026.
  • Optimize Financial sold 417 Eve Holding shares in Q2 2026, an estimated $1.2K.
  • Eve Holding made up 0.11% of Optimize Financial's portfolio in Q2 2026, its #252 holding.
  • Optimize Financial first reported a position in Eve Holding in Q1 2026 and has held it in 2 quarters since.
  • 150 funds tracked by Wall St. Rank held Eve Holding as of Q2 2026.

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