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Bogart Wealth LLC’s Option Care Health OPCH Stock Holding History

Bogart Wealth LLC’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
Q3 		– Sell
-15
Closed -$487 – 1578
2025
Q2 		$487 Buy
+15
New +$485 ﹤0.01% 1357

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bogart Wealth LLC's OPCH Position: Q3 2025 in Review

Bogart Wealth LLC sold out of Option Care Health (OPCH) in Q3 2025, closing a stake of 15 shares — an estimated $487 sold.

Bogart Wealth LLC first reported a position in OPCH in Q2 2025 and held it in 1 quarter. The position peaked at $487 in Q2 2025. 381 funds tracked by Wall St. Rank hold OPCH as of Q3 2025.

  • Bogart Wealth LLC reported no remaining Option Care Health position as of Q3 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 15 Option Care Health shares in Q3 2025, an estimated $487.
  • Bogart Wealth LLC first reported a position in Option Care Health in Q2 2025 and held it in 1 quarter.
  • Bogart Wealth LLC's Option Care Health position peaked at $487 in Q2 2025.
  • 381 funds tracked by Wall St. Rank held Option Care Health as of Q3 2025.

Based on Bogart Wealth LLC's 13F filing for Q3 2025, filed 27 Oct 2025.