Optimize Financial’s Grocery Outlet GO Stock Holding History

Optimize Financial’s Portfolio GO Stock Details GO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$959K	Sell	96,052 -334	-0.3%	-$2.75K	0.34%	34
2026 Q1	$680K	Buy	+96,386	New	+$837K	0.33%	38

Other funds holding GO

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JGC

J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

F1I

Fund 1 Investments Rincon, Puerto Rico $603M AUM 62.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Optimize Financial's GO Position: Q2 2026 in Review

Optimize Financial reduced its Grocery Outlet (GO) stake by 0.35% in Q2 2026, selling an estimated $2.75K and leaving 96,052 shares worth $959K. The position accounts for 0.34% of the portfolio, ranked #34.

Optimize Financial first reported a position in GO in Q1 2026 and has held it in 2 quarters since. 246 funds tracked by Wall St. Rank hold GO as of Q2 2026.

Optimize Financial held 96,052 shares of Grocery Outlet worth $959K as of Q2 2026.
Optimize Financial sold 334 Grocery Outlet shares in Q2 2026, an estimated $2.75K.
Grocery Outlet made up 0.34% of Optimize Financial's portfolio in Q2 2026, its #34 holding.
Optimize Financial first reported a position in Grocery Outlet in Q1 2026 and has held it in 2 quarters since.
246 funds tracked by Wall St. Rank held Grocery Outlet as of Q2 2026.

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