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CBIZ Investment Advisory Services’s Option Care Health OPCH Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-114
Closed -$3.63K – 651
2025
Q4 		$3.63K Buy
+114
New +$3.35K ﹤0.01% 563

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 $580B AUM 38.23% 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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

CBIZ Investment Advisory Services's OPCH Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Option Care Health (OPCH) in Q1 2026, closing a stake of 114 shares — an estimated $3.63K sold.

CBIZ Investment Advisory Services first reported a position in OPCH in Q4 2025 and held it in 1 quarter. The position peaked at $3.63K in Q4 2025. 372 funds tracked by Wall St. Rank hold OPCH as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Option Care Health position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 114 Option Care Health shares in Q1 2026, an estimated $3.63K.
  • CBIZ Investment Advisory Services first reported a position in Option Care Health in Q4 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's Option Care Health position peaked at $3.63K in Q4 2025.
  • 372 funds tracked by Wall St. Rank held Option Care Health as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.