Optimize Financial Inc

SEC CIK: 0002033266
Latest filing: Aug 27, 2026

SEC filings (opens in a new tab)

MS holding history

Morgan Stanley in every 13F filed by Optimize Financial Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overview All 13F holders of MS Full Q2 2026 holdings

Shares (Q2 2026): 2,962
Value: $619.2K
% of portfolio: 0.2%
Quarters held: 4; Since Q3 2025

Holdings of MS by Optimize Financial Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,962	$619.2K	0.2%	−10−0.3%	Reduced	Holders
Q1 2026	2,972	$489.1K	0.2%	−116−3.8%	Reduced	Holders
Q4 2025	3,088	$548.2K	0.3%	+44+1.4%	Added	Holders
Q3 2025	3,044	$483.9K	0.3%	+3,044	New	Holders