CWM
OPCH icon

Congress Wealth Management’s Option Care Health OPCH Stock Holding History

Congress Wealth 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
-74,883
Closed -$2.34M – 910
2024
Q3 		$2.34M Buy
74,883
+5,302
+8% +$163K 0.03% 396
2024
Q2 		$1.93M Buy
69,581
+7,575
+12% +$226K 0.03% 362
2024
Q1 		$2.08M Buy
62,006
+4,933
+9% +$160K 0.04% 310
2023
Q4 		$1.92M Buy
57,073
+4,694
+9% +$144K 0.04% 317
2023
Q3 		$1.69M Buy
52,379
+5,025
+11% +$169K 0.04% 320
2023
Q2 		$1.54M Buy
47,354
+1,886
+4% +$56.9K 0.04% 299
2023
Q1 		$1.44M Buy
45,468
+4,180
+10% +$125K 0.03% 304
2022
Q4 		$1.24M Buy
+41,288
New +$1.28M 0.03% 316

Other funds holding OPCH

BlackRock
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