Edgestream Partners’s Option Care Health OPCH Stock Holding History

Edgestream Partners’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
2026 Q1	$423K	Buy	+15,713	New	+$510K	0.01%	757
2025 Q4	–	Sell	-109,126	Closed	-$3.03M	–	1090
2025 Q3	$3.03M	Sell	109,126 -145,005	-57%	-$4.2M	0.09%	418
2025 Q2	$8.25M	Buy	+254,131	New	+$8.21M	0.23%	131
2025 Q1	–	Sell	-298,810	Closed	-$6.93M	–	995
2024 Q4	$6.93M	Buy	+298,810	New	+$7.55M	0.3%	63
2024 Q3	–	Sell	-351,476	Closed	-$9.74M	–	1013
2024 Q2	$9.74M	Buy	351,476 +172,845	+97%	+$5.15M	0.47%	14
2024 Q1	$5.99M	Buy	178,631 +157,022	+727%	+$5.08M	0.3%	65
2023 Q4	$728K	Sell	21,609 -77,655	-78%	-$2.39M	0.05%	517
2023 Q3	$3.21M	Buy	+99,264	New	+$3.35M	0.26%	86

Other funds holding OPCH

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Edgestream Partners's OPCH Position: Q1 2026 in Review

Edgestream Partners opened a new position in Option Care Health (OPCH) in Q1 2026: 15,713 shares worth $423K. The stake represents 0.01% of the portfolio and ranks #757 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in OPCH as recently as Q3 2025.

Edgestream Partners first reported a position in OPCH in Q3 2023 and has held it in 8 quarters since. The position peaked at $9.74M in Q2 2024. 369 funds tracked by Wall St. Rank hold OPCH as of Q1 2026.

Edgestream Partners held 15,713 shares of Option Care Health worth $423K as of Q1 2026.
Option Care Health was a new Edgestream Partners position in Q1 2026.
Option Care Health made up 0.01% of Edgestream Partners's portfolio in Q1 2026, its #757 holding.
Edgestream Partners first reported a position in Option Care Health in Q3 2023 and has held it in 8 quarters since.
Edgestream Partners's Option Care Health position peaked at $9.74M in Q2 2024.
369 funds tracked by Wall St. Rank held Option Care Health as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.