AWM
OPCH icon

Abound Wealth Management’s Option Care Health OPCH Stock Holding History

Abound Wealth Management’s Portfolio OPCH Stock Details OPCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-553
Closed -$15.4K – 1476
2025
Q3 		$15.4K Buy
+553
New +$16K ﹤0.01% 411

Other funds holding OPCH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Abound Wealth Management's OPCH Position: Q4 2025 in Review

Abound Wealth Management sold out of Option Care Health (OPCH) in Q4 2025, closing a stake of 553 shares — an estimated $15.4K sold.

Abound Wealth Management first reported a position in OPCH in Q3 2025 and held it in 1 quarter. The position peaked at $15.4K in Q3 2025. 364 funds tracked by Wall St. Rank hold OPCH as of Q4 2025.

  • Abound Wealth Management reported no remaining Option Care Health position as of Q4 2025 after selling out during the quarter.
  • Abound Wealth Management sold 553 Option Care Health shares in Q4 2025, an estimated $15.4K.
  • Abound Wealth Management first reported a position in Option Care Health in Q3 2025 and held it in 1 quarter.
  • Abound Wealth Management's Option Care Health position peaked at $15.4K in Q3 2025.
  • 364 funds tracked by Wall St. Rank held Option Care Health as of Q4 2025.

Based on Abound Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.