Optivise Advisory Services’s Qualcomm QCOM Stock Holding History

Optivise Advisory Services’s Portfolio QCOM Stock Details QCOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$378K	Buy	2,054 +94	+5%	+$16.3K	0.19%	132
2026 Q2	$362K	Buy	1,960 +240	+14%	+$44.9K	0.18%	140
2026 Q1	$222K	Sell	1,720 -438	-20%	-$63.9K	0.13%	171
2025 Q4	$369K	Buy	2,158 +578	+37%	+$99.1K	0.21%	118
2025 Q3	$263K	Sell	1,580 -251	-14%	-$39.8K	0.16%	148
2025 Q2	$292K	Buy	1,831 +51	+3%	+$7.51K	0.15%	140
2025 Q1	$273K	Sell	1,780 -221	-11%	-$36K	0.15%	138
2024 Q4	$308K	Sell	2,001 -133	-6%	-$21.8K	0.17%	126
2024 Q3	$363K	Buy	2,134 +212	+11%	+$37.4K	0.19%	101
2024 Q2	$383K	Buy	+1,922	New	+$363K	0.21%	105

Other funds holding QCOM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Optivise Advisory Services's QCOM Position: Q3 2026 in Review

Optivise Advisory Services increased its Qualcomm (QCOM) stake by 4.8% in Q3 2026, buying an estimated $16.3K and bringing the position to 2,054 shares worth $378K. The position accounts for 0.19% of the portfolio, ranked #132.

Optivise Advisory Services first reported a position in QCOM in Q2 2024 and has held it in 10 quarters since. The position peaked at $383K in Q2 2024. 2,061 funds tracked by Wall St. Rank hold QCOM as of Q3 2026.

Optivise Advisory Services held 2,054 shares of Qualcomm worth $378K as of Q3 2026.
Optivise Advisory Services bought 94 Qualcomm shares in Q3 2026, an estimated $16.3K.
Qualcomm made up 0.19% of Optivise Advisory Services's portfolio in Q3 2026, its #132 holding.
Optivise Advisory Services first reported a position in Qualcomm in Q2 2024 and has held it in 10 quarters since.
Optivise Advisory Services's Qualcomm position peaked at $383K in Q2 2024.
2,061 funds tracked by Wall St. Rank held Qualcomm as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.