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Clearstead Advisors’s Opko Health OPK Stock Holding History

Clearstead Advisors’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
2026
Q1 		– Sell
-10,000
Closed -$9 – 2678
2025
Q4 		$9 Sell
10,000
-889,102
-99% -$1.24M ﹤0.01% 2714
2025
Q3 		$1.38M Buy
+899,102
New +$1.23M 0.02% 384

Other funds holding OPK

RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WCM
Whitefort Capital Management New York $406M AUM 84.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Clearstead Advisors's OPK Position: Q2 2026 in Review

Clearstead Advisors reduced its Opko Health (OPK) stake by 0.09% in Q2 2026, selling an estimated $1.06K and leaving 883,288 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #482.

Clearstead Advisors first reported a position in OPK in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.47M in Q1 2025. 222 funds tracked by Wall St. Rank hold OPK as of Q2 2026.

  • Clearstead Advisors held 883,288 shares of Opko Health worth $1.32M as of Q2 2026.
  • Clearstead Advisors sold 831 Opko Health shares in Q2 2026, an estimated $1.06K.
  • Opko Health made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #482 holding.
  • Clearstead Advisors first reported a position in Opko Health in Q2 2024 and has held it in 8 quarters since.
  • Clearstead Advisors's Opko Health position peaked at $1.47M in Q1 2025.
  • 222 funds tracked by Wall St. Rank held Opko Health as of Q2 2026.

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