CAM
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Congress Asset Management’s Option Care Health OPCH Stock Holding History

Congress Asset Management’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
2024
Q4 		– Sell
-341,602
Closed -$10.7M – 398
2024
Q3 		$10.7M Buy
341,602
+58,972
+21% +$1.81M 0.07% 182
2024
Q2 		$7.83M Buy
282,630
+25,050
+10% +$747K 0.06% 202
2024
Q1 		$8.64M Buy
257,580
+54,011
+27% +$1.75M 0.06% 193
2023
Q4 		$6.86M Buy
203,569
+55,233
+37% +$1.7M 0.05% 214
2023
Q3 		$4.8M Buy
148,336
+56,402
+61% +$1.9M 0.04% 220
2023
Q2 		$2.99M Buy
91,934
+6,515
+8% +$196K 0.03% 258
2023
Q1 		$2.71M Buy
85,419
+1,141
+1% +$34.2K 0.03% 261
2022
Q4 		$2.54M Buy
+84,278
New +$2.62M 0.03% 264

Other funds holding OPCH

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return