Cassady Schiller Wealth Management’s Option Care Health OPCH Stock Holding History

Cassady Schiller Wealth Management’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
2024 Q4	$510	Buy	+22	New	+$556	﹤0.01%	970

Other funds holding OPCH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Cassady Schiller Wealth Management's OPCH Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Option Care Health (OPCH) in Q4 2024: 22 shares worth $510. The stake represents ﹤0.01% of the portfolio and ranks #970 among its holdings.

344 funds tracked by Wall St. Rank hold OPCH as of Q4 2024.

Cassady Schiller Wealth Management held 22 shares of Option Care Health worth $510 as of Q4 2024.
Option Care Health was a new Cassady Schiller Wealth Management position in Q4 2024.
Option Care Health made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #970 holding.
344 funds tracked by Wall St. Rank held Option Care Health as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.