Bright Futures Wealth Management’s Omega Healthcare OHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$537K Buy
11,273
+26
+0.2% +$1.21K 0.35% 91
2026
Q1
$493K Buy
11,247
+526
+5% +$24K 0.34% 85
2025
Q4
$475K Sell
10,721
-130
-1% -$5.6K 0.35% 84
2025
Q3
$458K Buy
+10,851
New +$438K 0.36% 82
2025
Q1
$418K Sell
11,034
-8
-0.1% -$298 0.46% 68
2024
Q4
$399K Sell
11,042
-3,134
-22% -$125K 0.36% 77
2024
Q3
$603K Sell
14,176
-294
-2% -$11.1K 0.29% 101
2024
Q2
$554K Sell
14,470
-332
-2% -$10.5K 0.3% 101
2024
Q1
$499K Buy
+14,802
New +$450K 0.27% 104

Other funds holding OHI

Bright Futures Wealth Management's OHI Position: Q2 2026 in Review

Bright Futures Wealth Management increased its Omega Healthcare (OHI) stake by 0.23% in Q2 2026, buying an estimated $1.21K and bringing the position to 11,273 shares worth $537K. The position accounts for 0.35% of the portfolio, ranked #91.

Bright Futures Wealth Management first reported a position in OHI in Q1 2024 and has held it in 9 quarters since. The position peaked at $603K in Q3 2024. 195 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

  • Bright Futures Wealth Management held 11,273 shares of Omega Healthcare worth $537K as of Q2 2026.
  • Bright Futures Wealth Management bought 26 Omega Healthcare shares in Q2 2026, an estimated $1.21K.
  • Omega Healthcare made up 0.35% of Bright Futures Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Bright Futures Wealth Management first reported a position in Omega Healthcare in Q1 2024 and has held it in 9 quarters since.
  • Bright Futures Wealth Management's Omega Healthcare position peaked at $603K in Q3 2024.
  • 195 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.