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Avior Wealth Management’s Option Care Health OPCH Stock Holding History

Avior Wealth 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
2026
Q1 		– Sell
-7,182
Closed -$229K – 850
2025
Q4 		$229K Sell
7,182
-1,283
-15% -$37.7K 0.01% 694
2025
Q3 		$235K Sell
8,465
-2,673
-24% -$77.4K 0.01% 663
2025
Q2 		$362K Sell
11,138
-3,229
-22% -$104K 0.01% 521
2025
Q1 		$502K Sell
14,367
-11,099
-44% -$348K 0.02% 405
2024
Q4 		$591K Buy
25,466
+1,166
+5% +$29.5K 0.02% 399
2024
Q3 		$761K Buy
24,300
+2,442
+11% +$75K 0.03% 345
2024
Q2 		$605K Buy
21,858
+3,091
+16% +$92.1K 0.03% 385
2024
Q1 		$629K Buy
18,767
+953
+5% +$30.8K 0.03% 383
2023
Q4 		$600K Buy
17,814
+2,108
+13% +$64.8K 0.04% 302
2023
Q3 		$508K Buy
15,706
+3,670
+30% +$124K 0.03% 323
2023
Q2 		$391K Buy
+12,036
New +$363K 0.03% 401
2022
Q1 		– Sell
-278
Closed -$7K – 1191
2021
Q4 		$7K Buy
+278
New +$7.3K ﹤0.01% 848

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
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Avior Wealth Management's OPCH Position: Q1 2026 in Review

Avior Wealth Management sold out of Option Care Health (OPCH) in Q1 2026, closing a stake of 7,182 shares — an estimated $229K sold.

Avior Wealth Management first reported a position in OPCH in Q4 2021 and held it in 12 quarters. The position peaked at $761K in Q3 2024. 371 funds tracked by Wall St. Rank hold OPCH as of Q1 2026.

  • Avior Wealth Management reported no remaining Option Care Health position as of Q1 2026 after selling out during the quarter.
  • Avior Wealth Management sold 7,182 Option Care Health shares in Q1 2026, an estimated $229K.
  • Avior Wealth Management first reported a position in Option Care Health in Q4 2021 and held it in 12 quarters.
  • Avior Wealth Management's Option Care Health position peaked at $761K in Q3 2024.
  • 371 funds tracked by Wall St. Rank held Option Care Health as of Q1 2026.

Based on Avior Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.