Optimize Financial’s Vestis VSTS Stock Holding History

Optimize Financial’s Portfolio VSTS Stock Details VSTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.18M	Sell	81,247 -283	-0.3%	-$3.16K	0.42%	33
2026 Q1	$641K	Buy	+81,530	New	+$596K	0.32%	50

Other funds holding VSTS

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return

GPC

Greenstone Partners & Co Larkspur, California $433M AUM 41.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 VSTS Position: Q2 2026 in Review

Optimize Financial reduced its Vestis (VSTS) stake by 0.35% in Q2 2026, selling an estimated $3.16K and leaving 81,247 shares worth $1.18M. The position accounts for 0.42% of the portfolio, ranked #33.

Optimize Financial first reported a position in VSTS in Q1 2026 and has held it in 2 quarters since. 283 funds tracked by Wall St. Rank hold VSTS as of Q2 2026.

Optimize Financial held 81,247 shares of Vestis worth $1.18M as of Q2 2026.
Optimize Financial sold 283 Vestis shares in Q2 2026, an estimated $3.16K.
Vestis made up 0.42% of Optimize Financial's portfolio in Q2 2026, its #33 holding.
Optimize Financial first reported a position in Vestis in Q1 2026 and has held it in 2 quarters since.
283 funds tracked by Wall St. Rank held Vestis as of Q2 2026.

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