Optimum Investment Advisors’s Labcorp LH Stock Holding History

Optimum Investment Advisors’s Portfolio LH Stock Details LH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$675K	Hold	2,350	–	–	0.27%	73
2025 Q2	$617K	Hold	2,350	–	–	0.27%	75
2025 Q1	$547K	Hold	2,350	–	–	0.26%	82
2024 Q4	$539K	Hold	2,350	–	–	0.24%	86
2024 Q3	$525K	Hold	2,350	–	–	0.23%	97
2024 Q2	$478K	Hold	2,350	–	–	0.21%	99
2024 Q1	$513K	Hold	2,350	–	–	0.24%	94
2023 Q4	$534K	Hold	2,350	–	–	0.27%	86
2023 Q3	$472K	Sell	2,350 -385	-14%	-$81.2K	0.24%	101
2023 Q2	$567K	Sell	2,735 -117	-4%	-$22.7K	0.28%	88
2023 Q1	$562K	Hold	2,852	–	–	0.29%	85
2022 Q4	$577K	Hold	2,852	–	–	0.31%	80
2022 Q3	$502K	Hold	2,852	–	–	0.27%	88
2022 Q2	$574K	Hold	2,852	–	–	0.29%	79
2022 Q1	$646K	Hold	2,852	–	–	0.27%	79
2021 Q4	$770K	Hold	2,852	–	–	0.3%	76
2021 Q3	$690K	Sell	2,852 -756	-21%	-$191K	0.29%	80
2021 Q2	$855K	Sell	3,608 -2,881	-44%	-$656K	0.27%	81
2021 Q1	$1.42M	Hold	6,489	–	–	0.42%	53
2020 Q4	$1.14M	Hold	6,489	–	–	0.34%	66
2020 Q3	$1.05M	Sell	6,489 -233	-3%	-$36.9K	0.35%	67
2020 Q2	$959K	Sell	6,722 -233	-3%	-$32.2K	0.33%	69
2020 Q1	$755K	Hold	6,955	–	–	0.31%	71
2019 Q4	$1.01M	Hold	6,955	–	–	0.3%	87
2019 Q3	$1M	Sell	6,955 -436	-6%	-$63.6K	0.32%	78
2019 Q2	$1.1M	Hold	7,391	–	–	0.36%	70
2019 Q1	$971K	Hold	7,391	–	–	0.32%	77
2018 Q4	$802K	Sell	7,391 -815	-10%	-$109K	0.28%	91
2018 Q3	$1.22M	Hold	8,206	–	–	0.34%	76
2018 Q2	$1.27M	Sell	8,206 -233	-3%	-$35.2K	0.36%	71
2018 Q1	$1.17M	Hold	8,439	–	–	0.34%	75
2017 Q4	$1.16M	Hold	8,439	–	–	0.37%	77
2017 Q3	$1.09M	Hold	8,439	–	–	0.37%	76
2017 Q2	$1.12M	Sell	8,439 -291	-3%	-$35.6K	0.39%	77
2017 Q1	$1.08M	Hold	8,730	–	–	0.38%	77
2016 Q4	$963K	Sell	8,730 -29	-0.3%	-$3.22K	0.36%	80
2016 Q3	$1.03M	Sell	8,759 -87	-1%	-$10.3K	0.39%	77
2016 Q2	$990K	Sell	8,846 -117	-1%	-$12.6K	0.38%	77
2016 Q1	$902K	Sell	8,963 -415	-4%	-$39.8K	0.36%	84
2015 Q4	$996K	Buy	9,378 +174	+2%	+$18K	0.39%	71
2015 Q3	$858K	Buy	+9,204	New	+$952K	0.35%	85
2015 Q1	$1.01M	Buy	9,349 +124	+1%	+$12.8K	0.32%	82
2014 Q4	$855K	Buy	9,225 +175	+2%	+$15.5K	0.27%	98
2014 Q3	$791K	Buy	9,050 +582	+7%	+$52.6K	0.26%	107
2014 Q2	$745K	Buy	8,468 +116	+1%	+$10K	0.24%	117
2014 Q1	$705K	Sell	8,352 -698	-8%	-$55.7K	0.26%	109
2013 Q4	$710K	Hold	9,050	–	–	0.27%	104
2013 Q3	$771K	Buy	+9,050	New	+$762K	0.32%	85

Other funds holding LH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Optimum Investment Advisors's LH Position: Q3 2025 in Review

Optimum Investment Advisors held its Labcorp (LH) position steady in Q3 2025 at 2,350 shares worth $675K. The position accounts for 0.27% of the portfolio, ranked #73.

Optimum Investment Advisors first reported a position in LH in Q3 2013 and has held it in 48 quarters since. The position peaked at $1.42M in Q1 2021. 1,009 funds tracked by Wall St. Rank hold LH as of Q3 2025.

Optimum Investment Advisors held 2,350 shares of Labcorp worth $675K as of Q3 2025.
Optimum Investment Advisors left its Labcorp share count unchanged in Q3 2025.
Labcorp made up 0.27% of Optimum Investment Advisors's portfolio in Q3 2025, its #73 holding.
Optimum Investment Advisors first reported a position in Labcorp in Q3 2013 and has held it in 48 quarters since.
Optimum Investment Advisors's Labcorp position peaked at $1.42M in Q1 2021.
1,009 funds tracked by Wall St. Rank held Labcorp as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.