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Optimize Financial Inc

SEC CIK
0002033266
Latest filing
Aug 27, 2026

MSI holding history

Motorola Solutions, Inc. 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.

MSI overviewAll 13F holders of MSIFull Q2 2026 holdings

Shares (Q2 2026)
6,061
Value
$2.52M
% of portfolio
0.9%
Quarters held
7
Since Q4 2024
Holdings of MSI by Optimize Financial Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,061$2.52M0.9%−21−0.3%ReducedHolders
Q1 20266,082$2.64M1.3%+3,154+107.7%AddedHolders
Q4 20252,928$1.12M0.6%+40+1.4%AddedHolders
Q3 20252,888$1.32M0.7%−1,402−32.7%ReducedHolders
Q2 20254,290$1.80M1.1%−30−0.7%ReducedHolders
Q1 20254,320$1.89M0.7%+328+8.2%AddedHolders
Q4 20243,992$1.85M1.4%–No prior filingHolders