CIAS
OPK icon

CBIZ Investment Advisory Services’s Opko Health OPK Stock Holding History

CBIZ Investment Advisory Services’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
2025
Q3 		– Sell
-698
Closed -$921 – 753
2025
Q2 		$921 Hold
698
– – ﹤0.01% 605
2025
Q1 		$1.16K Hold
698
– – ﹤0.01% 514
2024
Q4 		$1.03K Buy
+698
New +$1.07K ﹤0.01% 430

Other funds holding OPK

RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
WCM
Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

CBIZ Investment Advisory Services's OPK Position: Q3 2025 in Review

CBIZ Investment Advisory Services sold out of Opko Health (OPK) in Q3 2025, closing a stake of 698 shares — an estimated $921 sold.

CBIZ Investment Advisory Services first reported a position in OPK in Q4 2024 and held it in 3 quarters. The position peaked at $1.16K in Q1 2025. 233 funds tracked by Wall St. Rank hold OPK as of Q3 2025.

  • CBIZ Investment Advisory Services reported no remaining Opko Health position as of Q3 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 698 Opko Health shares in Q3 2025, an estimated $921.
  • CBIZ Investment Advisory Services first reported a position in Opko Health in Q4 2024 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's Opko Health position peaked at $1.16K in Q1 2025.
  • 233 funds tracked by Wall St. Rank held Opko Health as of Q3 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.