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Clearstead Advisors’s Option Care Health OPCH Stock Holding History

Clearstead Advisors’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 		$206K Sell
7,653
-6,102
-44% -$198K ﹤0.01% 989
2025
Q4 		$438K Buy
13,755
+4,165
+43% +$122K 0.01% 693
2025
Q3 		$266K Sell
9,590
-305
-3% -$8.83K ﹤0.01% 810
2025
Q2 		$321K Buy
9,895
+1,663
+20% +$53.7K ﹤0.01% 741
2025
Q1 		$288K Buy
8,232
+468
+6% +$14.7K ﹤0.01% 726
2024
Q4 		$180K Sell
7,764
-3,160
-29% -$79.9K ﹤0.01% 885
2024
Q3 		$342K Sell
10,924
-261
-2% -$8.01K 0.01% 676
2024
Q2 		$310K Buy
11,185
+1,065
+11% +$31.7K 0.01% 668
2024
Q1 		$305K Buy
10,120
+545
+6% +$17.6K 0.02% 399
2023
Q4 		$323K Sell
9,575
-9,115
-49% -$280K 0.02% 383
2023
Q3 		$605K Buy
18,690
+8,995
+93% +$303K 0.02% 376
2023
Q2 		$315K Buy
+9,695
New +$292K 0.02% 362

Other funds holding OPCH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Clearstead Advisors's OPCH Position: Q1 2026 in Review

Clearstead Advisors reduced its Option Care Health (OPCH) stake by 44% in Q1 2026, selling an estimated $198K and leaving 7,653 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #989.

Clearstead Advisors first reported a position in OPCH in Q2 2023 and has held it in 12 quarters since. The position peaked at $605K in Q3 2023. 369 funds tracked by Wall St. Rank hold OPCH as of Q1 2026.

  • Clearstead Advisors held 7,653 shares of Option Care Health worth $206K as of Q1 2026.
  • Clearstead Advisors sold 6,102 Option Care Health shares in Q1 2026, an estimated $198K.
  • Option Care Health made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #989 holding.
  • Clearstead Advisors first reported a position in Option Care Health in Q2 2023 and has held it in 12 quarters since.
  • Clearstead Advisors's Option Care Health position peaked at $605K in Q3 2023.
  • 369 funds tracked by Wall St. Rank held Option Care Health as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.