OF
LDOS icon

Optimize Financial’s Leidos LDOS Stock Holding History

Optimize Financial’s Portfolio LDOS Stock Details LDOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$203K Sell
1,968
-6
-0.3% -$797 0.07% 284
2026
Q1 		$307K Buy
1,974
+180
+10% +$32.3K 0.15% 259
2025
Q4 		$324K Buy
1,794
+24
+1% +$4.55K 0.16% 253
2025
Q3 		$334K Buy
+1,770
New +$308K 0.17% 243

Other funds holding LDOS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Optimize Financial's LDOS Position: Q2 2026 in Review

Optimize Financial reduced its Leidos (LDOS) stake by 0.3% in Q2 2026, selling an estimated $797 and leaving 1,968 shares worth $203K. The position accounts for 0.07% of the portfolio, ranked #284.

Optimize Financial first reported a position in LDOS in Q3 2025 and has held it in 4 quarters since. The position peaked at $334K in Q3 2025. 770 funds tracked by Wall St. Rank hold LDOS as of Q2 2026.

  • Optimize Financial held 1,968 shares of Leidos worth $203K as of Q2 2026.
  • Optimize Financial sold 6 Leidos shares in Q2 2026, an estimated $797.
  • Leidos made up 0.07% of Optimize Financial's portfolio in Q2 2026, its #284 holding.
  • Optimize Financial first reported a position in Leidos in Q3 2025 and has held it in 4 quarters since.
  • Optimize Financial's Leidos position peaked at $334K in Q3 2025.
  • 770 funds tracked by Wall St. Rank held Leidos as of Q2 2026.

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