CW
OPCH icon

CreativeOne Wealth’s Option Care Health OPCH Stock Holding History

CreativeOne Wealth’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
2025
Q3 		– Sell
-45,763
Closed -$1.49M – 1192
2025
Q2 		$1.49M Buy
45,763
+4,914
+12% +$159K 0.04% 423
2025
Q1 		$1.43M Buy
40,849
+13,626
+50% +$428K 0.04% 383
2024
Q4 		$632K Buy
27,223
+12,843
+89% +$325K 0.02% 625
2024
Q3 		$450K Buy
14,380
+2,585
+22% +$79.3K 0.02% 661
2024
Q2 		$327K Buy
11,795
+910
+8% +$27.1K 0.02% 594
2024
Q1 		$365K Buy
10,885
+2,173
+25% +$70.3K 0.01% 664
2023
Q4 		$294K Buy
+8,712
New +$268K 0.02% 508

Other funds holding OPCH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return