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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 $9.44B AUM 68.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WCM
Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clearstead Advisors's OPK Position: Q1 2026 in Review

Clearstead Advisors increased its Opko Health (OPK) stake by 0.2% in Q1 2026, buying an estimated $2.16K and bringing the position to 884,119 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #519.

Clearstead Advisors first reported a position in OPK in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.47M in Q1 2025. 235 funds tracked by Wall St. Rank hold OPK as of Q1 2026.

  • Clearstead Advisors held 884,119 shares of Opko Health worth $1.01M as of Q1 2026.
  • Clearstead Advisors bought 1,752 Opko Health shares in Q1 2026, an estimated $2.16K.
  • Opko Health made up 0.01% of Clearstead Advisors's portfolio in Q1 2026, its #519 holding.
  • Clearstead Advisors first reported a position in Opko Health in Q2 2024 and has held it in 7 quarters since.
  • Clearstead Advisors's Opko Health position peaked at $1.47M in Q1 2025.
  • 235 funds tracked by Wall St. Rank held Opko Health as of Q1 2026.

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