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 $10.9B AUM 70.31% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WCM

Whitefort Capital Management New York $406M AUM 84.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning's OPK Position: Q2 2026 in Review

Creative Planning increased its Opko Health (OPK) stake by 39% in Q2 2026, buying an estimated $88.1K and bringing the position to 246,065 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #3416.

Creative Planning first reported a position in OPK in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.79M in Q3 2016. 223 funds tracked by Wall St. Rank hold OPK as of Q2 2026.

Creative Planning held 246,065 shares of Opko Health worth $369K as of Q2 2026.
Creative Planning bought 69,080 Opko Health shares in Q2 2026, an estimated $88.1K.
Opko Health made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3416 holding.
Creative Planning first reported a position in Opko Health in Q2 2013 and has held it in 53 quarters since.
Creative Planning's Opko Health position peaked at $1.79M in Q3 2016.
223 funds tracked by Wall St. Rank held Opko Health as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.