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Action Point Financial Planning’s Omega Healthcare OHI Stock Holding History

Action Point Financial Planning’s Portfolio OHI Stock Details OHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.53K Buy
+162
New +$7.51K ﹤0.01% 1603

Other funds holding OHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Action Point Financial Planning's OHI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Omega Healthcare (OHI) in Q2 2026: 162 shares worth $7.53K. The stake represents ﹤0.01% of the portfolio and ranks #1603 among its holdings.

755 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

  • Action Point Financial Planning held 162 shares of Omega Healthcare worth $7.53K as of Q2 2026.
  • Omega Healthcare was a new Action Point Financial Planning position in Q2 2026.
  • Omega Healthcare made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1603 holding.
  • 755 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.