OAS
ASBP

Optivise Advisory Services’s Aspire-Lakewood Holdings, Inc. Common Stock ASBP Stock Holding History

Optivise Advisory Services’s Portfolio ASBP Stock Details ASBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-298
Closed -$47.1K – 219
2025
Q4 		$47.1K Buy
298
+78
+35% +$19.5K 0.03% 198
2025
Q3 		$54.3K Buy
220
+24
+12% +$12K 0.03% 196
2025
Q2 		$63.2K Buy
196
+107
+120% +$50.8K 0.03% 205
2025
Q1 		$62K Buy
+89
New +$615K 0.03% 195

Other funds holding ASBP

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CA
Crossingbridge Advisors Pleasantville, New York $567M AUM 0.34% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Optivise Advisory Services's ASBP Position: Q1 2026 in Review

Optivise Advisory Services sold out of Aspire-Lakewood Holdings, Inc. Common Stock (ASBP) in Q1 2026, closing a stake of 298 shares — an estimated $47.1K sold.

Optivise Advisory Services first reported a position in ASBP in Q1 2025 and held it in 4 quarters. The position peaked at $63.2K in Q2 2025. 12 funds tracked by Wall St. Rank hold ASBP as of Q1 2026.

  • Optivise Advisory Services reported no remaining Aspire-Lakewood Holdings, Inc. Common Stock position as of Q1 2026 after selling out during the quarter.
  • Optivise Advisory Services sold 298 Aspire-Lakewood Holdings, Inc. Common Stock shares in Q1 2026, an estimated $47.1K.
  • Optivise Advisory Services first reported a position in Aspire-Lakewood Holdings, Inc. Common Stock in Q1 2025 and held it in 4 quarters.
  • Optivise Advisory Services's Aspire-Lakewood Holdings, Inc. Common Stock position peaked at $63.2K in Q2 2025.
  • 12 funds tracked by Wall St. Rank held Aspire-Lakewood Holdings, Inc. Common Stock as of Q1 2026.

Based on Optivise Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.