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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
Q2 		$163K Buy
7,783
+130
+2% +$3.02K ﹤0.01% 1121
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 Buy
9,575
+230
+2% +$7.07K 0.02% 383
2023
Q3 		$302K Sell
9,345
-350
-4% -$11.8K 0.02% 364
2023
Q2 		$315K Buy
+9,695
New +$292K 0.02% 362

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
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
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clearstead Advisors's OPCH Position: Q2 2026 in Review

Clearstead Advisors increased its Option Care Health (OPCH) stake by 1.7% in Q2 2026, buying an estimated $3.02K and bringing the position to 7,783 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

Clearstead Advisors first reported a position in OPCH in Q2 2023 and has held it in 13 quarters since. The position peaked at $438K in Q4 2025. 373 funds tracked by Wall St. Rank hold OPCH as of Q2 2026.

  • Clearstead Advisors held 7,783 shares of Option Care Health worth $163K as of Q2 2026.
  • Clearstead Advisors bought 130 Option Care Health shares in Q2 2026, an estimated $3.02K.
  • Option Care Health made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1121 holding.
  • Clearstead Advisors first reported a position in Option Care Health in Q2 2023 and has held it in 13 quarters since.
  • Clearstead Advisors's Option Care Health position peaked at $438K in Q4 2025.
  • 373 funds tracked by Wall St. Rank held Option Care Health as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.