Optimize Financial’s Owens Corning OC Stock Holding History

Optimize Financial’s Portfolio OC Stock Details OC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,066	Closed	-$231K	–	412
2025 Q4	$231K	Buy	2,066 +28	+1%	+$3.29K	0.12%	310
2025 Q3	$288K	Buy	+2,038	New	+$299K	0.15%	291

Other funds holding OC

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Optimize Financial's OC Position: Q1 2026 in Review

Optimize Financial sold out of Owens Corning (OC) in Q1 2026, closing a stake of 2,066 shares — an estimated $231K sold.

Optimize Financial first reported a position in OC in Q3 2025 and held it in 2 quarters. The position peaked at $288K in Q3 2025. 629 funds tracked by Wall St. Rank hold OC as of Q1 2026.

Optimize Financial reported no remaining Owens Corning position as of Q1 2026 after selling out during the quarter.
Optimize Financial sold 2,066 Owens Corning shares in Q1 2026, an estimated $231K.
Optimize Financial first reported a position in Owens Corning in Q3 2025 and held it in 2 quarters.
Optimize Financial's Owens Corning position peaked at $288K in Q3 2025.
629 funds tracked by Wall St. Rank held Owens Corning as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.