Carson Wealth (CWM LLC)
OPCH icon

Carson Wealth (CWM LLC)’s Option Care Health OPCH Stock Holding History

Carson Wealth (CWM 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
2026
Q1 		$70.1K Buy
2,604
+502
+24% +$16.3K ﹤0.01% 3548
2025
Q4 		$67K Buy
2,102
+187
+10% +$5.49K ﹤0.01% 3387
2025
Q3 		$53K Sell
1,915
-1,068
-36% -$30.9K ﹤0.01% 3487
2025
Q2 		$97K Sell
2,983
-392
-12% -$12.7K ﹤0.01% 2761
2025
Q1 		$118K Buy
3,375
+2,397
+245% +$75.3K ﹤0.01% 2283
2024
Q4 		$23K Buy
978
+410
+72% +$10.4K ﹤0.01% 3349
2024
Q3 		$18K Sell
568
-66
-10% -$2.03K ﹤0.01% 3438
2024
Q2 		$18K Sell
634
-448
-41% -$13.4K ﹤0.01% 3188
2024
Q1 		$36K Buy
1,082
+552
+104% +$17.9K ﹤0.01% 2521
2023
Q4 		$18K Buy
530
+285
+116% +$8.76K ﹤0.01% 2849
2023
Q3 		$8K Buy
245
+9
+4% +$303 ﹤0.01% 3258
2023
Q2 		$8K Buy
236
+38
+19% +$1.15K ﹤0.01% 3222
2023
Q1 		$6K Buy
198
+53
+37% +$1.59K ﹤0.01% 3228
2022
Q4 		$4K Sell
145
-179
-55% -$5.56K ﹤0.01% 3312
2022
Q3 		$10K Buy
324
+283
+690% +$9.05K ﹤0.01% 2691
2022
Q2 		$1K Buy
+41
New +$1.17K ﹤0.01% 3592

Other funds holding OPCH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Carson Wealth (CWM LLC)'s OPCH Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Option Care Health (OPCH) stake by 24% in Q1 2026, buying an estimated $16.3K and bringing the position to 2,604 shares worth $70.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3548.

Carson Wealth (CWM LLC) first reported a position in OPCH in Q2 2022 and has held it in 16 quarters since. The position peaked at $118K in Q1 2025. 371 funds tracked by Wall St. Rank hold OPCH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,604 shares of Option Care Health worth $70.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 502 Option Care Health shares in Q1 2026, an estimated $16.3K.
  • Option Care Health made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3548 holding.
  • Carson Wealth (CWM LLC) first reported a position in Option Care Health in Q2 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Option Care Health position peaked at $118K in Q1 2025.
  • 371 funds tracked by Wall St. Rank held Option Care Health as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.