Optimize Financial’s TriNet TNET Stock Holding History

Optimize Financial’s Portfolio TNET Stock Details TNET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$444K	Sell	8,974 -31	-0.3%	-$1.33K	0.16%	185
2026 Q1	$328K	Buy	+9,005	New	+$430K	0.16%	243

Other funds holding TNET

Atairos Group Bryn Mawr, Pennsylvania $1.76B AUM 16.47% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Optimize Financial's TNET Position: Q2 2026 in Review

Optimize Financial reduced its TriNet (TNET) stake by 0.34% in Q2 2026, selling an estimated $1.33K and leaving 8,974 shares worth $444K. The position accounts for 0.16% of the portfolio, ranked #185.

Optimize Financial first reported a position in TNET in Q1 2026 and has held it in 2 quarters since. 280 funds tracked by Wall St. Rank hold TNET as of Q2 2026.

Optimize Financial held 8,974 shares of TriNet worth $444K as of Q2 2026.
Optimize Financial sold 31 TriNet shares in Q2 2026, an estimated $1.33K.
TriNet made up 0.16% of Optimize Financial's portfolio in Q2 2026, its #185 holding.
Optimize Financial first reported a position in TriNet in Q1 2026 and has held it in 2 quarters since.
280 funds tracked by Wall St. Rank held TriNet as of Q2 2026.

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