Carson Wealth (CWM LLC)’s Opko Health OPK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio OPK Stock Details OPK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$79.6K	Buy	69,834 +687	+1%	+$846	﹤0.01%	3451
2025 Q4	$87K	Sell	69,147 -55,627	-45%	-$77.4K	﹤0.01%	3176
2025 Q3	$193K	Buy	124,774 +102,184	+452%	+$140K	﹤0.01%	2475
2025 Q2	$30K	Sell	22,590 -51,913	-70%	-$71K	﹤0.01%	3651
2025 Q1	$124K	Buy	74,503 +67,487	+962%	+$111K	﹤0.01%	2245
2024 Q4	$10K	Buy	7,016 +6,340	+938%	+$9.69K	﹤0.01%	3886
2024 Q3	$1K	Buy	676 +499	+282%	+$741	﹤0.01%	4662
2024 Q2	$0	Buy	177 +141	+392%	+$183	﹤0.01%	4839
2024 Q1	$0	Buy	+36	New	+$36	﹤0.01%	4624
2023 Q4	–	Sell	-1	Closed	–	–	4410
2023 Q3	$0	Buy	+1	New	+$2	﹤0.01%	4443
2023 Q1	–	Sell	-4,100	Closed	-$5K	–	4267
2022 Q4	$5K	Buy	+4,100	New	+$6.46K	﹤0.01%	3205
2022 Q3	–	Sell	-71	Closed	–	–	4114
2022 Q2	$0	Buy	+71	New	+$207	﹤0.01%	4017
2017 Q1	–	Sell	-300	Closed	-$3K	–	1272
2016 Q4	$3K	Buy	+300	New	+$3.1K	﹤0.01%	932

Other funds holding OPK

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WCM

Whitefort Capital Management New York $406M AUM 84.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Opko Health (OPK) stake by 0.99% in Q1 2026, buying an estimated $846 and bringing the position to 69,834 shares worth $79.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3451.

Carson Wealth (CWM LLC) first reported a position in OPK in Q4 2016 and has held it in 13 quarters since. The position peaked at $193K in Q3 2025. 236 funds tracked by Wall St. Rank hold OPK as of Q1 2026.

Carson Wealth (CWM LLC) held 69,834 shares of Opko Health worth $79.6K as of Q1 2026.
Carson Wealth (CWM LLC) bought 687 Opko Health shares in Q1 2026, an estimated $846.
Opko Health made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3451 holding.
Carson Wealth (CWM LLC) first reported a position in Opko Health in Q4 2016 and has held it in 13 quarters since.
Carson Wealth (CWM LLC)'s Opko Health position peaked at $193K in Q3 2025.
236 funds tracked by Wall St. Rank held Opko Health as of Q1 2026.

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