Diversify Wealth Management’s Opko Health OPK Stock Holding History

Diversify Wealth Management’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
2026 Q3	$48.3K	Hold	30,000	–	–	﹤0.01%	1257
2026 Q2	$37.2K	Hold	30,000	–	–	﹤0.01%	1240
2026 Q1	$33.3K	Hold	30,000	–	–	﹤0.01%	1135
2025 Q4	$40.2K	Hold	30,000	–	–	﹤0.01%	618
2025 Q3	$42K	Hold	30,000	–	–	﹤0.01%	537
2025 Q2	$39.6K	Hold	30,000	–	–	﹤0.01%	533
2025 Q1	$42K	Hold	30,000	–	–	﹤0.01%	507
2024 Q4	$44.1K	Hold	30,000	–	–	﹤0.01%	510
2024 Q3	$43.8K	Hold	30,000	–	–	﹤0.01%	464
2024 Q2	$39.3K	Buy	+30,000	New	+$38.9K	﹤0.01%	427

Other funds holding OPK

Washington Growth Strategies Washington, District of Columbia $183M AUM 21.53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return

Diversify Wealth Management's OPK Position: Q3 2026 in Review

Diversify Wealth Management held its Opko Health (OPK) position steady in Q3 2026 at 30,000 shares worth $48.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

Diversify Wealth Management first reported a position in OPK in Q2 2024 and has held it in 10 quarters since. 29 funds tracked by Wall St. Rank hold OPK as of Q3 2026.

Diversify Wealth Management held 30,000 shares of Opko Health worth $48.3K as of Q3 2026.
Diversify Wealth Management left its Opko Health share count unchanged in Q3 2026.
Opko Health made up ﹤0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #1257 holding.
Diversify Wealth Management first reported a position in Opko Health in Q2 2024 and has held it in 10 quarters since.
29 funds tracked by Wall St. Rank held Opko Health as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.