Atria Wealth Solutions’s Opko Health OPK Stock Holding History

Atria Wealth Solutions’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
2025 Q2	–	Sell	-10,000	Closed	-$16.6K	–	1766
2025 Q1	$16.6K	Sell	10,000 -12,400	-55%	-$20.4K	﹤0.01%	1847
2024 Q4	$32.9K	Hold	22,400	–	–	﹤0.01%	1950
2024 Q3	$33.4K	Buy	22,400 +12,400	+124%	+$18.4K	﹤0.01%	1900
2024 Q2	$12.5K	Hold	10,000	–	–	﹤0.01%	1911
2024 Q1	$12K	Sell	10,000 -6,000	-38%	-$6K	﹤0.01%	1949
2023 Q4	$24.2K	Hold	16,000	–	–	﹤0.01%	1910
2023 Q3	$25.6K	Hold	16,000	–	–	﹤0.01%	1838
2023 Q2	$34.7K	Sell	16,000 -3,500	-18%	-$5.47K	﹤0.01%	1828
2023 Q1	$28.5K	Buy	19,500 +3,500	+22%	+$4.5K	﹤0.01%	1830
2022 Q4	$20K	Buy	+16,000	New	+$25.2K	﹤0.01%	1778

Other funds holding OPK

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Atria Wealth Solutions's OPK Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Opko Health (OPK) in Q2 2025, closing a stake of 10,000 shares — an estimated $16.6K sold.

Atria Wealth Solutions first reported a position in OPK in Q4 2022 and held it in 10 quarters. The position peaked at $34.7K in Q2 2023. 222 funds tracked by Wall St. Rank hold OPK as of Q2 2025.

Atria Wealth Solutions reported no remaining Opko Health position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 10,000 Opko Health shares in Q2 2025, an estimated $16.6K.
Atria Wealth Solutions first reported a position in Opko Health in Q4 2022 and held it in 10 quarters.
Atria Wealth Solutions's Opko Health position peaked at $34.7K in Q2 2023.
222 funds tracked by Wall St. Rank held Opko Health as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.