OAS
LTM

Optivise Advisory Services’s LATAM Airlines Group S.A. LTM Stock Holding History

Optivise Advisory Services’s Portfolio LTM Stock Details LTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,707
Closed -$233K – 243
2026
Q1 		$233K Buy
4,707
+564
+14% +$31.9K 0.14% 164
2025
Q4 		$224K Sell
4,143
-282
-6% -$13.4K 0.13% 174
2025
Q3 		$200K Buy
+4,425
New +$199K 0.12% 192

Other funds holding LTM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Optivise Advisory Services's LTM Position: Q2 2026 in Review

Optivise Advisory Services sold out of LATAM Airlines Group S.A. (LTM) in Q2 2026, closing a stake of 4,707 shares — an estimated $233K sold.

Optivise Advisory Services first reported a position in LTM in Q3 2025 and held it in 3 quarters. The position peaked at $233K in Q1 2026. 13 funds tracked by Wall St. Rank hold LTM as of Q2 2026.

  • Optivise Advisory Services reported no remaining LATAM Airlines Group S.A. position as of Q2 2026 after selling out during the quarter.
  • Optivise Advisory Services sold 4,707 LATAM Airlines Group S.A. shares in Q2 2026, an estimated $233K.
  • Optivise Advisory Services first reported a position in LATAM Airlines Group S.A. in Q3 2025 and held it in 3 quarters.
  • Optivise Advisory Services's LATAM Airlines Group S.A. position peaked at $233K in Q1 2026.
  • 13 funds tracked by Wall St. Rank held LATAM Airlines Group S.A. as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.