Apella Capital
OPK icon

Apella Capital’s Opko Health OPK Stock Holding History

Apella Capital’s Portfolio OPK Stock Details OPK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$37.6K Hold
27,021
– – ﹤0.01% 783
2026
Q2 		$40.3K Hold
27,021
– – ﹤0.01% 700
2026
Q1 		$33.5K Buy
+27,021
New +$33.3K ﹤0.01% 679

Other funds holding OPK

Washington Growth Strategies
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Assenagon Asset Management
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Highline Wealth Partners
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Anchyra Partners
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Colony Family Offices
Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return

Apella Capital's OPK Position: Q3 2026 in Review

Apella Capital held its Opko Health (OPK) position steady in Q3 2026 at 27,021 shares worth $37.6K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Apella Capital first reported a position in OPK in Q1 2026 and has held it in 3 quarters since. The position peaked at $40.3K in Q2 2026. 29 funds tracked by Wall St. Rank hold OPK as of Q3 2026.

  • Apella Capital held 27,021 shares of Opko Health worth $37.6K as of Q3 2026.
  • Apella Capital left its Opko Health share count unchanged in Q3 2026.
  • Opko Health made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #783 holding.
  • Apella Capital first reported a position in Opko Health in Q1 2026 and has held it in 3 quarters since.
  • Apella Capital's Opko Health position peaked at $40.3K in Q2 2026.
  • 29 funds tracked by Wall St. Rank held Opko Health as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.