Optivise Advisory Services
THC icon

Optivise Advisory Services’s Tenet Healthcare THC Stock Holding History

Optivise Advisory Services’s Portfolio THC Stock Details THC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$244K Sell
954
-150
-14% -$36.9K 0.12% 192
2026
Q2 		$207K Sell
1,104
-133
-11% -$24.5K 0.1% 216
2026
Q1 		$233K Sell
1,237
-230
-16% -$48.5K 0.14% 163
2025
Q4 		$292K Sell
1,467
-284
-16% -$57.4K 0.17% 139
2025
Q3 		$356K Buy
+1,751
New +$311K 0.21% 109

Other funds holding THC

BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

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

Optivise Advisory Services reduced its Tenet Healthcare (THC) stake by 14% in Q3 2026, selling an estimated $36.9K and leaving 954 shares worth $244K. The position accounts for 0.12% of the portfolio, ranked #192.

Optivise Advisory Services first reported a position in THC in Q3 2025 and has held it in 5 quarters since. The position peaked at $356K in Q3 2025. 187 funds tracked by Wall St. Rank hold THC as of Q3 2026.

  • Optivise Advisory Services held 954 shares of Tenet Healthcare worth $244K as of Q3 2026.
  • Optivise Advisory Services sold 150 Tenet Healthcare shares in Q3 2026, an estimated $36.9K.
  • Tenet Healthcare made up 0.12% of Optivise Advisory Services's portfolio in Q3 2026, its #192 holding.
  • Optivise Advisory Services first reported a position in Tenet Healthcare in Q3 2025 and has held it in 5 quarters since.
  • Optivise Advisory Services's Tenet Healthcare position peaked at $356K in Q3 2025.
  • 187 funds tracked by Wall St. Rank held Tenet Healthcare as of Q3 2026.

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