Cannell & Spears’s Option Care Health OPCH Stock Holding History

Cannell & Spears’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	$472K	Sell	22,500 -13,211	-37%	-$307K	0.01%	319
2026 Q1	$961K	Sell	35,711 -9,000	-20%	-$292K	0.02%	242
2025 Q4	$1.42M	Sell	44,711 -100	-0.2%	-$2.94K	0.03%	216
2025 Q3	$1.24M	Sell	44,811 -1,400	-3%	-$40.5K	0.02%	222
2025 Q2	$1.5M	Hold	46,211	–	–	0.03%	205
2025 Q1	$1.62M	Sell	46,211 -14,500	-24%	-$455K	0.03%	198
2024 Q4	$1.41M	Sell	60,711 -1,189	-2%	-$30.1K	0.03%	207
2024 Q3	$1.94M	Buy	61,900 +20,350	+49%	+$625K	0.04%	187
2024 Q2	$1.15M	Sell	41,550 -454,960	-92%	-$13.6M	0.02%	214
2024 Q1	$16.7M	Buy	+496,510	New	+$16.1M	0.34%	78

Other funds holding OPCH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cannell & Spears's OPCH Position: Q2 2026 in Review

Cannell & Spears reduced its Option Care Health (OPCH) stake by 37% in Q2 2026, selling an estimated $307K and leaving 22,500 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #319.

Cannell & Spears first reported a position in OPCH in Q1 2024 and has held it in 10 quarters since. The position peaked at $16.7M in Q1 2024. 373 funds tracked by Wall St. Rank hold OPCH as of Q2 2026.

Cannell & Spears held 22,500 shares of Option Care Health worth $472K as of Q2 2026.
Cannell & Spears sold 13,211 Option Care Health shares in Q2 2026, an estimated $307K.
Option Care Health made up 0.01% of Cannell & Spears's portfolio in Q2 2026, its #319 holding.
Cannell & Spears first reported a position in Option Care Health in Q1 2024 and has held it in 10 quarters since.
Cannell & Spears's Option Care Health position peaked at $16.7M in Q1 2024.
373 funds tracked by Wall St. Rank held Option Care Health as of Q2 2026.

Based on Cannell & Spears's 13F filing for Q2 2026, filed 11 Aug 2026.