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Avion Wealth’s Option Care Health OPCH Stock Holding History

Avion Wealth’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 		– Sell
-34
Closed – – 1646
2026
Q1 		$0 Hold
34
– – ﹤0.01% 1501
2025
Q4 		$1K Hold
34
– – ﹤0.01% 1098
2025
Q3 		$0 Hold
34
– – ﹤0.01% 1445
2025
Q2 		$1K Hold
34
– – ﹤0.01% 1031
2025
Q1 		$0 Buy
+34
New +$1.07K ﹤0.01% 1266
2023
Q4 		– Sell
-29
Closed – – 1268
2023
Q3 		$0 Buy
+29
New +$978 ﹤0.01% 1088

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

Avion Wealth's OPCH Position: Q2 2026 in Review

Avion Wealth sold out of Option Care Health (OPCH) in Q2 2026, closing a stake of 34 shares.

Avion Wealth first reported a position in OPCH in Q3 2023 and held it in 6 quarters. The position peaked at $1K in Q4 2025. 373 funds tracked by Wall St. Rank hold OPCH as of Q2 2026.

  • Avion Wealth reported no remaining Option Care Health position as of Q2 2026 after selling out during the quarter.
  • Avion Wealth sold 34 Option Care Health shares in Q2 2026.
  • Avion Wealth first reported a position in Option Care Health in Q3 2023 and held it in 6 quarters.
  • Avion Wealth's Option Care Health position peaked at $1K in Q4 2025.
  • 373 funds tracked by Wall St. Rank held Option Care Health as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.