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OPCH icon

Allworth Financial’s Option Care Health OPCH Stock Holding History

Allworth Financial’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 		$31.2K Sell
1,490
-850
-36% -$19.8K ﹤0.01% 2861
2026
Q1 		$63K Sell
2,340
-4
-0.2% -$130 ﹤0.01% 2152
2025
Q4 		$74.7K Sell
2,344
-594
-20% -$17.4K ﹤0.01% 1934
2025
Q3 		$81.6K Buy
2,938
+701
+31% +$20.3K ﹤0.01% 1788
2025
Q2 		$72.7K Buy
2,237
+1,250
+127% +$40.4K ﹤0.01% 1717
2025
Q1 		$31.8K Buy
987
+63
+7% +$1.98K ﹤0.01% 1793
2024
Q4 		$27.1K Buy
924
+897
+3,322% +$22.7K ﹤0.01% 1913
2024
Q3 		$846 Hold
27
– – ﹤0.01% 3279
2024
Q2 		$819 Hold
27
– – ﹤0.01% 3239
2024
Q1 		$906 Sell
27
-4
-13% -$129 ﹤0.01% 3111
2023
Q4 		$1.04K Buy
31
+20
+182% +$615 ﹤0.01% 2934
2023
Q3 		$356 Buy
11
+7
+175% +$236 ﹤0.01% 3120
2023
Q2 		$130 Sell
4
-11
-73% -$332 ﹤0.01% 3156
2023
Q1 		$477 Sell
15
-13
-46% -$390 ﹤0.01% 2851
2022
Q4 		$843 Hold
28
– – ﹤0.01% 2525
2022
Q3 		$1K Buy
28
+24
+600% +$768 ﹤0.01% 2450
2022
Q2 		$0 Buy
+4
New +$114 ﹤0.01% 2682
2014
Q1 		– Sell
-3,750
Closed -$111K – 78
2013
Q4 		$111K Buy
+3,750
New +$106K 0.05% 60

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

Allworth Financial's OPCH Position: Q2 2026 in Review

Allworth Financial reduced its Option Care Health (OPCH) stake by 36% in Q2 2026, selling an estimated $19.8K and leaving 1,490 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2861.

Allworth Financial first reported a position in OPCH in Q4 2013 and has held it in 18 quarters since. The position peaked at $111K in Q4 2013. 371 funds tracked by Wall St. Rank hold OPCH as of Q2 2026.

  • Allworth Financial held 1,490 shares of Option Care Health worth $31.2K as of Q2 2026.
  • Allworth Financial sold 850 Option Care Health shares in Q2 2026, an estimated $19.8K.
  • Option Care Health made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2861 holding.
  • Allworth Financial first reported a position in Option Care Health in Q4 2013 and has held it in 18 quarters since.
  • Allworth Financial's Option Care Health position peaked at $111K in Q4 2013.
  • 371 funds tracked by Wall St. Rank held Option Care Health as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.