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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Congress Wealth Management's OPCH Position: Q4 2024 in Review

Congress Wealth Management sold out of Option Care Health (OPCH) in Q4 2024, closing a stake of 74,883 shares — an estimated $2.34M sold.

Congress Wealth Management first reported a position in OPCH in Q4 2022 and held it in 8 quarters. The position peaked at $2.34M in Q3 2024. 344 funds tracked by Wall St. Rank hold OPCH as of Q4 2024.

Congress Wealth Management reported no remaining Option Care Health position as of Q4 2024 after selling out during the quarter.
Congress Wealth Management sold 74,883 Option Care Health shares in Q4 2024, an estimated $2.34M.
Congress Wealth Management first reported a position in Option Care Health in Q4 2022 and held it in 8 quarters.
Congress Wealth Management's Option Care Health position peaked at $2.34M in Q3 2024.
344 funds tracked by Wall St. Rank held Option Care Health as of Q4 2024.

Based on Congress Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.