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 Q2	$99.7K	Hold	66,490	–	–	0.01%	276
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 $10.9B AUM 70.31% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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

Cascade Financial Partners's OPK Position: Q2 2026 in Review

Cascade Financial Partners held its Opko Health (OPK) position steady in Q2 2026 at 66,490 shares worth $99.7K. The position accounts for 0.01% of the portfolio, ranked #276.

Cascade Financial Partners first reported a position in OPK in Q1 2024 and has held it in 10 quarters since. The position peaked at $110K in Q1 2025. 223 funds tracked by Wall St. Rank hold OPK as of Q2 2026.

Cascade Financial Partners held 66,490 shares of Opko Health worth $99.7K as of Q2 2026.
Cascade Financial Partners left its Opko Health share count unchanged in Q2 2026.
Opko Health made up 0.01% of Cascade Financial Partners's portfolio in Q2 2026, its #276 holding.
Cascade Financial Partners first reported a position in Opko Health in Q1 2024 and has held it in 10 quarters since.
Cascade Financial Partners's Opko Health position peaked at $110K in Q1 2025.
223 funds tracked by Wall St. Rank held Opko Health as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.