Cornerstone Planning Group’s Option Care Health OPCH Stock Holding History

Cornerstone Planning Group’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	$423	Buy	20 +6	+43%	+$140	﹤0.01%	1740
2026 Q1	$299	Hold	14	–	–	﹤0.01%	1742
2025 Q4	$486	Sell	14 -1,067	-99%	-$31.3K	﹤0.01%	1518
2025 Q3	$278K	Buy	1,081 +1,067	+7,621%	+$30.9K	0.04%	114
2025 Q2	$393	Hold	14	–	–	﹤0.01%	1367
2025 Q1	$450	Hold	14	–	–	﹤0.01%	1331
2024 Q4	$440	Buy	+14	New	+$354	﹤0.01%	1180

Other funds holding OPCH

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Cornerstone Planning Group's OPCH Position: Q2 2026 in Review

Cornerstone Planning Group increased its Option Care Health (OPCH) stake by 43% in Q2 2026, buying an estimated $140 and bringing the position to 20 shares worth $423. The position accounts for ﹤0.01% of the portfolio, ranked #1740.

Cornerstone Planning Group first reported a position in OPCH in Q4 2024 and has held it in 7 quarters since. The position peaked at $278K in Q3 2025. 166 funds tracked by Wall St. Rank hold OPCH as of Q2 2026.

Cornerstone Planning Group held 20 shares of Option Care Health worth $423 as of Q2 2026.
Cornerstone Planning Group bought 6 Option Care Health shares in Q2 2026, an estimated $140.
Option Care Health made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1740 holding.
Cornerstone Planning Group first reported a position in Option Care Health in Q4 2024 and has held it in 7 quarters since.
Cornerstone Planning Group's Option Care Health position peaked at $278K in Q3 2025.
166 funds tracked by Wall St. Rank held Option Care Health as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.