Optimum Investment Advisors’s Reliance Steel & Aluminium RS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$211K	Hold	750	–	–	0.08%	184
2025 Q2	$235K	Sell	750 -50	-6%	-$14.8K	0.1%	164
2025 Q1	$231K	Hold	800	–	–	0.11%	158
2024 Q4	$215K	Hold	800	–	–	0.1%	167
2024 Q3	$231K	Hold	800	–	–	0.1%	174
2024 Q2	$228K	Sell	800 -250	-24%	-$75.3K	0.1%	172
2024 Q1	$351K	Hold	1,050	–	–	0.16%	131
2023 Q4	$294K	Hold	1,050	–	–	0.15%	147
2023 Q3	$275K	Hold	1,050	–	–	0.14%	153
2023 Q2	$285K	Hold	1,050	–	–	0.14%	150
2023 Q1	$270K	Hold	1,050	–	–	0.14%	146
2022 Q4	$213K	Hold	1,050	–	–	0.12%	179
2022 Q3	$183K	Hold	1,050	–	–	0.1%	190
2022 Q2	$178K	Hold	1,050	–	–	0.09%	198
2022 Q1	$193K	Buy	1,050 +50	+5%	+$8.65K	0.08%	211
2021 Q4	$162K	Hold	1,000	–	–	0.06%	263
2021 Q3	$142K	Hold	1,000	–	–	0.06%	281
2021 Q2	$151K	Hold	1,000	–	–	0.05%	317
2021 Q1	$152K	Hold	1,000	–	–	0.04%	312
2020 Q4	$120K	Hold	1,000	–	–	0.04%	324
2020 Q3	$102K	Hold	1,000	–	–	0.03%	332
2020 Q2	$95K	Hold	1,000	–	–	0.03%	334
2020 Q1	$88K	Hold	1,000	–	–	0.04%	326
2019 Q4	$120K	Hold	1,000	–	–	0.04%	364
2019 Q3	$100K	Hold	1,000	–	–	0.03%	380
2019 Q2	$95K	Hold	1,000	–	–	0.03%	388
2019 Q1	$90K	Hold	1,000	–	–	0.03%	399
2018 Q4	$71K	Hold	1,000	–	–	0.02%	408
2018 Q3	$85K	Hold	1,000	–	–	0.02%	430
2018 Q2	$88K	Hold	1,000	–	–	0.03%	417
2018 Q1	$86K	Buy	+1,000	New	+$89.3K	0.03%	436

Other funds holding RS

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Optimum Investment Advisors held its Reliance Steel & Aluminium (RS) position steady in Q3 2025 at 750 shares worth $211K. The position accounts for 0.08% of the portfolio, ranked #184.

Optimum Investment Advisors first reported a position in RS in Q1 2018 and has held it in 31 quarters since. The position peaked at $351K in Q1 2024. 641 funds tracked by Wall St. Rank hold RS as of Q3 2025.

Optimum Investment Advisors held 750 shares of Reliance Steel & Aluminium worth $211K as of Q3 2025.
Optimum Investment Advisors left its Reliance Steel & Aluminium share count unchanged in Q3 2025.
Reliance Steel & Aluminium made up 0.08% of Optimum Investment Advisors's portfolio in Q3 2025, its #184 holding.
Optimum Investment Advisors first reported a position in Reliance Steel & Aluminium in Q1 2018 and has held it in 31 quarters since.
Optimum Investment Advisors's Reliance Steel & Aluminium position peaked at $351K in Q1 2024.
641 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q3 2025.

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