Optimize Financial’s Fluor FLR Stock Holding History

Optimize Financial’s Portfolio FLR Stock Details FLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-5,974	Closed	-$306K	–	371
2025 Q2	$306K	Sell	5,974 -42	-0.7%	-$1.68K	0.19%	157
2025 Q1	$215K	Buy	+6,016	New	+$260K	0.16%	182

Other funds holding FLR

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DCM

DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Optimize Financial's FLR Position: Q3 2025 in Review

Optimize Financial sold out of Fluor (FLR) in Q3 2025, closing a stake of 5,974 shares — an estimated $306K sold.

Optimize Financial first reported a position in FLR in Q1 2025 and held it in 2 quarters. The position peaked at $306K in Q2 2025. 489 funds tracked by Wall St. Rank hold FLR as of Q3 2025.

Optimize Financial reported no remaining Fluor position as of Q3 2025 after selling out during the quarter.
Optimize Financial sold 5,974 Fluor shares in Q3 2025, an estimated $306K.
Optimize Financial first reported a position in Fluor in Q1 2025 and held it in 2 quarters.
Optimize Financial's Fluor position peaked at $306K in Q2 2025.
489 funds tracked by Wall St. Rank held Fluor as of Q3 2025.

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