AWM
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AE Wealth Management’s Option Care Health OPCH Stock Holding History

AE 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
2026
Q2 		$533K Buy
+25,398
New +$591K ﹤0.01% 1195
2024
Q1 		– Sell
-13,210
Closed -$411K – 1729
2023
Q4 		$411K Buy
+13,210
New +$406K ﹤0.01% 1556

Other funds holding OPCH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AE Wealth Management's OPCH Position: Q2 2026 in Review

AE Wealth Management opened a new position in Option Care Health (OPCH) in Q2 2026: 25,398 shares worth $533K. The stake represents ﹤0.01% of the portfolio and ranks #1195 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in OPCH as recently as Q4 2023.

AE Wealth Management first reported a position in OPCH in Q4 2023 and has held it in 2 quarters since. 373 funds tracked by Wall St. Rank hold OPCH as of Q2 2026.

  • AE Wealth Management held 25,398 shares of Option Care Health worth $533K as of Q2 2026.
  • Option Care Health was a new AE Wealth Management position in Q2 2026.
  • Option Care Health made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1195 holding.
  • AE Wealth Management first reported a position in Option Care Health in Q4 2023 and has held it in 2 quarters since.
  • 373 funds tracked by Wall St. Rank held Option Care Health as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.