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Arvin Capital Management’s Option Care Health OPCH Stock Holding History

Arvin Capital 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
-100,000
Closed -$2.78M – 47
2025
Q3 		$2.78M Buy
100,000
+8,600
+9% +$249K 0.5% 34
2025
Q2 		$2.97M Buy
91,400
+55,000
+151% +$1.78M 0.61% 37
2025
Q1 		$1.27M Buy
+36,400
New +$1.14M 0.25% 43

Other funds holding OPCH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Arvin Capital Management's OPCH Position: Q1 2026 in Review

Arvin Capital Management increased its Option Care Health (OPCH) stake by 43% in Q1 2026, buying an estimated $6.85M and bringing the position to 699,458 shares worth $18.8M. The position accounts for 2.3% of the portfolio, ranked #12.

Arvin Capital Management first reported a position in OPCH in Q2 2024 and has held it in 6 quarters since. The position peaked at $20.6M in Q3 2025. 370 funds tracked by Wall St. Rank hold OPCH as of Q1 2026.

  • Arvin Capital Management held 699,458 shares of Option Care Health worth $18.8M as of Q1 2026.
  • Arvin Capital Management bought 210,886 Option Care Health shares in Q1 2026, an estimated $6.85M.
  • Option Care Health made up 2.3% of Arvin Capital Management's portfolio in Q1 2026, its #12 holding.
  • Arvin Capital Management first reported a position in Option Care Health in Q2 2024 and has held it in 6 quarters since.
  • Arvin Capital Management's Option Care Health position peaked at $20.6M in Q3 2025.
  • 370 funds tracked by Wall St. Rank held Option Care Health as of Q1 2026.

Based on Arvin Capital Management's 13F filing for Q1 2026, filed 14 May 2026.