CFP
OPK icon

Cascade Financial Partners’s Opko Health OPK Stock Holding History

Cascade Financial Partners’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 		$75.8K Hold
66,490
– – 0.01% 259
2025
Q4 		$83.8K Hold
66,490
– – 0.01% 267
2025
Q3 		$103K Hold
66,490
– – 0.01% 259
2025
Q2 		$87.8K Hold
66,490
– – 0.01% 258
2025
Q1 		$110K Hold
66,490
– – 0.01% 241
2024
Q4 		$97.7K Hold
66,490
– – 0.01% 247
2024
Q3 		$97.1K Hold
66,490
– – 0.01% 238
2024
Q2 		$83.1K Hold
66,490
– – 0.01% 232
2024
Q1 		$81.8K Buy
+66,490
New +$66.5K 0.01% 222

Other funds holding OPK

RCMNY
Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
WCM
Whitefort Capital Management New York $329M AUM 52.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return