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Clearstead Trust’s Option Care Health OPCH Stock Holding History

Clearstead Trust’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 		$315 Sell
15
-88
-85% -$2.05K ﹤0.01% 962
2026
Q1 		$2.77K Buy
103
+8
+8% +$260 ﹤0.01% 847
2025
Q4 		$3.03K Buy
95
+27
+40% +$792 ﹤0.01% 850
2025
Q3 		$1.89K Hold
68
– – ﹤0.01% 1010
2025
Q2 		$2.21K Sell
68
-7
-9% -$226 ﹤0.01% 921
2025
Q1 		$2.62K Buy
+75
New +$2.35K ﹤0.01% 729

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 Trust's OPCH Position: Q2 2026 in Review

Clearstead Trust reduced its Option Care Health (OPCH) stake by 85% in Q2 2026, selling an estimated $2.05K and leaving 15 shares worth $315. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Clearstead Trust first reported a position in OPCH in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.03K in Q4 2025. 370 funds tracked by Wall St. Rank hold OPCH as of Q2 2026.

  • Clearstead Trust held 15 shares of Option Care Health worth $315 as of Q2 2026.
  • Clearstead Trust sold 88 Option Care Health shares in Q2 2026, an estimated $2.05K.
  • Option Care Health made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #962 holding.
  • Clearstead Trust first reported a position in Option Care Health in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Trust's Option Care Health position peaked at $3.03K in Q4 2025.
  • 370 funds tracked by Wall St. Rank held Option Care Health as of Q2 2026.

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