CAPTRUST Financial Advisors’s Opko Health OPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $95.6K | Buy |
63,704
+23,398
| +58% | +$29.8K | ﹤0.01% | 3044 |
|
|
2026
Q1 | $45.9K | Buy |
40,306
+186
| +0.5% | +$229 | ﹤0.01% | 2905 |
|
|
2025
Q4 | $50.6K | Sell |
40,120
-27,906
| -41% | -$38.8K | ﹤0.01% | 2679 |
|
|
2025
Q3 | $105K | Buy |
68,026
+26,099
| +62% | +$35.8K | ﹤0.01% | 2505 |
|
|
2025
Q2 | $55.3K | Sell |
41,927
-6,555
| -14% | -$8.96K | ﹤0.01% | 2419 |
|
|
2025
Q1 | $80.5K | Buy |
48,482
+10,952
| +29% | +$18K | ﹤0.01% | 2254 |
|
|
2024
Q4 | $55.2K | Buy |
37,530
+1,399
| +4% | +$2.14K | ﹤0.01% | 2228 |
|
|
2024
Q3 | $53.8K | Buy |
36,131
+434
| +1% | +$644 | ﹤0.01% | 2235 |
|
|
2024
Q2 | $44.6K | Sell |
35,697
-52
| -0.1% | -$67 | ﹤0.01% | 2151 |
|
|
2024
Q1 | $42.9K | Sell |
35,749
-16,217
| -31% | -$16.2K | ﹤0.01% | 2093 |
|
|
2023
Q4 | $78.5K | Buy |
51,966
+1,240
| +2% | +$1.79K | ﹤0.01% | 2548 |
|
|
2023
Q3 | $81.2K | Buy |
50,726
+1,020
| +2% | +$1.86K | ﹤0.01% | 2448 |
|
|
2023
Q2 | $108K | Sell |
49,706
-2,255
| -4% | -$3.53K | ﹤0.01% | 2366 |
|
|
2023
Q1 | $75.9K | Buy |
+51,961
| New | +$66.9K | ﹤0.01% | 2185 |
|
|
2022
Q4 | – | Sell |
-38,907
| Closed | -$74K | – | 2150 |
|
|
2022
Q3 | $74K | Buy |
38,907
+5,060
| +15% | +$12K | ﹤0.01% | 1963 |
|
|
2022
Q2 | $86K | Sell |
33,847
-427
| -1% | -$1.25K | ﹤0.01% | 2325 |
|
|
2022
Q1 | $118K | Sell |
34,274
-8,194
| -19% | -$28.9K | ﹤0.01% | 2144 |
|
|
2021
Q4 | $204K | Buy |
42,468
+10,209
| +32% | +$41.3K | ﹤0.01% | 1626 |
|
|
2021
Q3 | $118K | Sell |
32,259
-9,240
| -22% | -$34.4K | ﹤0.01% | 1936 |
|
|
2021
Q2 | $168K | Sell |
41,499
-10,760
| -21% | -$42.2K | ﹤0.01% | 1639 |
|
|
2021
Q1 | $224K | Buy |
52,259
+1,759
| +3% | +$8.4K | ﹤0.01% | 1396 |
|
|
2020
Q4 | $199K | Buy |
50,500
+19,600
| +63% | +$81.9K | ﹤0.01% | 1187 |
|
|
2020
Q3 | $120K | Buy |
30,900
+30,400
| +6,080% | +$128K | ﹤0.01% | 1262 |
|
|
2020
Q2 | $2K | Buy |
+500
| New | +$1.12K | ﹤0.01% | 2620 |
|
|
2019
Q4 | – | Sell |
-500
| Closed | -$1K | – | 1544 |
|
|
2019
Q3 | $1K | Hold |
500
| – | – | ﹤0.01% | 1872 |
|
|
2019
Q2 | $1K | Hold |
500
| – | – | ﹤0.01% | 1871 |
|
|
2019
Q1 | $1K | Hold |
500
| – | – | ﹤0.01% | 1756 |
|
|
2018
Q4 | $2K | Hold |
500
| – | – | ﹤0.01% | 1492 |
|
|
2018
Q3 | $2K | Hold |
500
| – | – | ﹤0.01% | 1477 |
|
|
2018
Q2 | $2K | Hold |
500
| – | – | ﹤0.01% | 1412 |
|
|
2018
Q1 | $2K | Buy |
+500
| New | +$2.01K | ﹤0.01% | 1248 |
|
Other funds holding OPK
RCMNY
WCM
CAPTRUST Financial Advisors's OPK Position: Q2 2026 in Review
CAPTRUST Financial Advisors increased its Opko Health (OPK) stake by 58% in Q2 2026, buying an estimated $29.8K and bringing the position to 63,704 shares worth $95.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3044.
CAPTRUST Financial Advisors first reported a position in OPK in Q1 2018 and has held it in 31 quarters since. The position peaked at $224K in Q1 2021. 223 funds tracked by Wall St. Rank hold OPK as of Q2 2026.
- CAPTRUST Financial Advisors held 63,704 shares of Opko Health worth $95.6K as of Q2 2026.
- CAPTRUST Financial Advisors bought 23,398 Opko Health shares in Q2 2026, an estimated $29.8K.
- Opko Health made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #3044 holding.
- CAPTRUST Financial Advisors first reported a position in Opko Health in Q1 2018 and has held it in 31 quarters since.
- CAPTRUST Financial Advisors's Opko Health position peaked at $224K in Q1 2021.
- 223 funds tracked by Wall St. Rank held Opko Health as of Q2 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.