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Diversify Wealth Management’s Option Care Health OPCH Stock Holding History

Diversify Wealth Management’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
Q1 		– Sell
-13,560
Closed -$325K – 541
2024
Q4 		$325K Buy
13,560
+3,261
+32% +$82.4K 0.03% 421
2024
Q3 		$309K Buy
10,299
+1,364
+15% +$41.9K 0.03% 394
2024
Q2 		$265K Buy
+8,935
New +$266K 0.03% 374

Other funds holding OPCH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Diversify Wealth Management's OPCH Position: Q1 2025 in Review

Diversify Wealth Management sold out of Option Care Health (OPCH) in Q1 2025, closing a stake of 13,560 shares — an estimated $325K sold.

Diversify Wealth Management first reported a position in OPCH in Q2 2024 and held it in 3 quarters. The position peaked at $325K in Q4 2024. 384 funds tracked by Wall St. Rank hold OPCH as of Q1 2025.

  • Diversify Wealth Management reported no remaining Option Care Health position as of Q1 2025 after selling out during the quarter.
  • Diversify Wealth Management sold 13,560 Option Care Health shares in Q1 2025, an estimated $325K.
  • Diversify Wealth Management first reported a position in Option Care Health in Q2 2024 and held it in 3 quarters.
  • Diversify Wealth Management's Option Care Health position peaked at $325K in Q4 2024.
  • 384 funds tracked by Wall St. Rank held Option Care Health as of Q1 2025.

Based on Diversify Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.