Creative Planning’s Opko Health OPK Stock Holding History

Creative Planning’s Portfolio OPK Stock Details OPK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-25,000	Closed	-$3K	–	2148
2018 Q2	$3K	Hold	25,000	–	–	﹤0.01%	1993
2018 Q1	$1K	Buy	+25,000	New	+$101K	﹤0.01%	2025
2015 Q2	–	Sell	-1,000	Closed	-$5K	–	2405
2015 Q1	$5K	Sell	1,000 -13,000	-93%	-$169K	﹤0.01%	3547
2014 Q4	$10K	Buy	14,000 +9,000	+180%	+$77K	﹤0.01%	3127
2014 Q3	$2K	Buy	+5,000	New	+$43.9K	﹤0.01%	3680

Other funds holding OPK

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WCM

Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning's OPK Position: Q1 2026 in Review

Creative Planning increased its Opko Health (OPK) stake by 205% in Q1 2026, buying an estimated $146K and bringing the position to 176,985 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #3727.

Creative Planning first reported a position in OPK in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.79M in Q3 2016. 235 funds tracked by Wall St. Rank hold OPK as of Q1 2026.

Creative Planning held 176,985 shares of Opko Health worth $202K as of Q1 2026.
Creative Planning bought 118,924 Opko Health shares in Q1 2026, an estimated $146K.
Opko Health made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3727 holding.
Creative Planning first reported a position in Opko Health in Q2 2013 and has held it in 52 quarters since.
Creative Planning's Opko Health position peaked at $1.79M in Q3 2016.
235 funds tracked by Wall St. Rank held Opko Health as of Q1 2026.

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