Creative Planning’s Option Care Health OPCH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $916K | Sell |
43,665
-77,856
| -64% | -$1.81M | ﹤0.01% | 2715 |
|
|
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
DCP
Creative Planning's OPCH Position: Q2 2026 in Review
Creative Planning reduced its Option Care Health (OPCH) stake by 64% in Q2 2026, selling an estimated $1.81M and leaving 43,665 shares worth $916K. The position accounts for ﹤0.01% of the portfolio, ranked #2715.
Creative Planning first reported a position in OPCH in Q2 2013 and has held it in 30 quarters since. The position peaked at $4.05M in Q4 2025. 373 funds tracked by Wall St. Rank hold OPCH as of Q2 2026.
- Creative Planning held 43,665 shares of Option Care Health worth $916K as of Q2 2026.
- Creative Planning sold 77,856 Option Care Health shares in Q2 2026, an estimated $1.81M.
- Option Care Health made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2715 holding.
- Creative Planning first reported a position in Option Care Health in Q2 2013 and has held it in 30 quarters since.
- Creative Planning's Option Care Health position peaked at $4.05M in Q4 2025.
- 373 funds tracked by Wall St. Rank held Option Care Health as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.