AAS
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Avantax Advisory Services’s Option Care Health OPCH Stock Holding History

Avantax Advisory Services’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
Q2 		$413K Sell
12,723
-1,410
-10% -$45.6K ﹤0.01% 1698
2025
Q1 		$494K Buy
+14,133
New +$444K ﹤0.01% 1510
2024
Q4 		– Sell
-9,769
Closed -$306K – 2247
2024
Q3 		$306K Buy
+9,769
New +$300K ﹤0.01% 1732

Other funds holding OPCH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Avantax Advisory Services's OPCH Position: Q2 2025 in Review

Avantax Advisory Services reduced its Option Care Health (OPCH) stake by 10% in Q2 2025, selling an estimated $45.6K and leaving 12,723 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #1698.

Avantax Advisory Services first reported a position in OPCH in Q3 2024 and has held it in 3 quarters since. The position peaked at $494K in Q1 2025. 382 funds tracked by Wall St. Rank hold OPCH as of Q2 2025.

  • Avantax Advisory Services held 12,723 shares of Option Care Health worth $413K as of Q2 2025.
  • Avantax Advisory Services sold 1,410 Option Care Health shares in Q2 2025, an estimated $45.6K.
  • Option Care Health made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1698 holding.
  • Avantax Advisory Services first reported a position in Option Care Health in Q3 2024 and has held it in 3 quarters since.
  • Avantax Advisory Services's Option Care Health position peaked at $494K in Q1 2025.
  • 382 funds tracked by Wall St. Rank held Option Care Health as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.