Creative Planning
OPCH icon

Creative Planning’s Option Care Health OPCH Stock Holding History

Creative Planning’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
Q1 		$3.27M Sell
121,521
-5,602
-4% -$182K ﹤0.01% 1510
2025
Q4 		$4.05M Buy
127,123
+21,247
+20% +$624K ﹤0.01% 1156
2025
Q3 		$2.94M Buy
105,876
+1,575
+2% +$45.6K ﹤0.01% 1239
2025
Q2 		$3.39M Sell
104,301
-807
-0.8% -$26.1K ﹤0.01% 962
2025
Q1 		$3.67M Buy
105,108
+39,436
+60% +$1.24M ﹤0.01% 832
2024
Q4 		$1.52M Buy
65,672
+27,523
+72% +$696K ﹤0.01% 1311
2024
Q3 		$1.19M Buy
38,149
+20,546
+117% +$631K ﹤0.01% 1392
2024
Q2 		$488K Sell
17,603
-1,259
-7% -$37.5K ﹤0.01% 1964
2024
Q1 		$633K Buy
18,862
+7,866
+72% +$255K ﹤0.01% 1684
2023
Q4 		$370K Buy
10,996
+839
+8% +$25.8K ﹤0.01% 1935
2023
Q3 		$329K Buy
10,157
+1,740
+21% +$58.7K ﹤0.01% 1853
2023
Q2 		$273K Buy
8,417
+801
+11% +$24.1K ﹤0.01% 1976
2023
Q1 		$242K Buy
+7,616
New +$228K ﹤0.01% 1976
2017
Q3 		– Sell
-925
Closed -$10K – 3138
2017
Q2 		$10K Sell
925
-250
-21% -$1.9K ﹤0.01% 3629
2017
Q1 		$8K Buy
1,175
+500
+74% +$3.31K ﹤0.01% 3728
2016
Q4 		$3K Hold
675
– – ﹤0.01% 4159
2016
Q3 		$8K Hold
675
– – ﹤0.01% 3657
2016
Q2 		$7K Hold
675
– – ﹤0.01% 3472
2016
Q1 		$6K Hold
675
– – ﹤0.01% 3504
2015
Q4 		$5K Hold
675
– – ﹤0.01% 3686
2015
Q3 		$5K Buy
+675
New +$6.82K ﹤0.01% 3624
2015
Q2 		– Sell
-725
Closed -$13K – 2404
2015
Q1 		$13K Buy
725
+50
+7% +$1.09K ﹤0.01% 3027
2014
Q4 		$19K Hold
675
– – ﹤0.01% 2698
2014
Q3 		$19K Sell
675
-75
-10% -$2.33K ﹤0.01% 2582
2014
Q2 		$25K Buy
750
+75
+11% +$2.25K ﹤0.01% 2356
2014
Q1 		$19K Hold
675
– – ﹤0.01% 2410
2013
Q4 		$20K Sell
675
-125
-16% -$3.53K ﹤0.01% 2191
2013
Q3 		$28K Sell
800
-250
-24% -$13.7K ﹤0.01% 1891
2013
Q2 		$69K Buy
+1,050
New +$59K ﹤0.01% 1199

Other funds holding OPCH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Creative Planning's OPCH Position: Q1 2026 in Review

Creative Planning reduced its Option Care Health (OPCH) stake by 4.4% in Q1 2026, selling an estimated $182K and leaving 121,521 shares worth $3.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1510.

Creative Planning first reported a position in OPCH in Q2 2013 and has held it in 29 quarters since. The position peaked at $4.05M in Q4 2025. 369 funds tracked by Wall St. Rank hold OPCH as of Q1 2026.

  • Creative Planning held 121,521 shares of Option Care Health worth $3.27M as of Q1 2026.
  • Creative Planning sold 5,602 Option Care Health shares in Q1 2026, an estimated $182K.
  • Option Care Health made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1510 holding.
  • Creative Planning first reported a position in Option Care Health in Q2 2013 and has held it in 29 quarters since.
  • Creative Planning's Option Care Health position peaked at $4.05M in Q4 2025.
  • 369 funds tracked by Wall St. Rank held Option Care Health as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.