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 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 $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Cannell & Spears's OPCH Position: Q1 2026 in Review

Cannell & Spears reduced its Option Care Health (OPCH) stake by 20% in Q1 2026, selling an estimated $292K and leaving 35,711 shares worth $961K. The position accounts for 0.02% of the portfolio, ranked #242.

Cannell & Spears first reported a position in OPCH in Q1 2024 and has held it in 9 quarters since. The position peaked at $16.7M in Q1 2024. 369 funds tracked by Wall St. Rank hold OPCH as of Q1 2026.

Cannell & Spears held 35,711 shares of Option Care Health worth $961K as of Q1 2026.
Cannell & Spears sold 9,000 Option Care Health shares in Q1 2026, an estimated $292K.
Option Care Health made up 0.02% of Cannell & Spears's portfolio in Q1 2026, its #242 holding.
Cannell & Spears first reported a position in Option Care Health in Q1 2024 and has held it in 9 quarters since.
Cannell & Spears's Option Care Health position peaked at $16.7M in Q1 2024.
369 funds tracked by Wall St. Rank held Option Care Health as of Q1 2026.

Based on Cannell & Spears's 13F filing for Q1 2026, filed 14 May 2026.