Empirical Wealth Management’s Opko Health OPK Stock Holding History

Empirical 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
2025 Q1	–	Sell	-20,000	Closed	-$29.4K	–	695
2024 Q4	$29.4K	Hold	20,000	–	–	﹤0.01%	609
2024 Q3	$29.8K	Sell	20,000 -1,800	-8%	-$2.67K	﹤0.01%	568
2024 Q2	$27.3K	Hold	21,800	–	–	﹤0.01%	560
2024 Q1	$26.2K	Hold	21,800	–	–	﹤0.01%	528
2023 Q4	$32.9K	Hold	21,800	–	–	﹤0.01%	495
2023 Q3	$34.9K	Hold	21,800	–	–	﹤0.01%	460
2023 Q2	$47.3K	Hold	21,800	–	–	﹤0.01%	454
2023 Q1	$31.8K	Hold	21,800	–	–	﹤0.01%	457
2022 Q4	$27.3K	Hold	21,800	–	–	﹤0.01%	451
2022 Q3	$41K	Hold	21,800	–	–	﹤0.01%	455
2022 Q2	$55K	Buy	21,800 +1,800	+9%	+$5.25K	﹤0.01%	451
2022 Q1	$69K	Hold	20,000	–	–	﹤0.01%	485
2021 Q4	$96K	Hold	20,000	–	–	﹤0.01%	508
2021 Q3	$73K	Hold	20,000	–	–	﹤0.01%	442
2021 Q2	$81K	Hold	20,000	–	–	﹤0.01%	434
2021 Q1	$86K	Hold	20,000	–	–	0.01%	381
2020 Q4	$79K	Hold	20,000	–	–	0.01%	356
2020 Q3	$74K	Hold	20,000	–	–	0.01%	338
2020 Q2	$68K	Hold	20,000	–	–	0.01%	323
2020 Q1	$27K	Hold	20,000	–	–	﹤0.01%	314
2019 Q4	$29K	Hold	20,000	–	–	﹤0.01%	325
2019 Q3	$42K	Hold	20,000	–	–	0.01%	278
2019 Q2	$49K	Sell	20,000 -2,200	-10%	-$4.8K	0.01%	260
2019 Q1	$58K	Hold	22,200	–	–	0.01%	229
2018 Q4	$67K	Hold	22,200	–	–	0.01%	194
2018 Q3	$77K	Sell	22,200 -1,000	-4%	-$5.31K	0.01%	211
2018 Q2	$109K	Hold	23,200	–	–	0.02%	182
2018 Q1	$74K	Buy	23,200 +1,000	+5%	+$4.03K	0.01%	167
2017 Q4	$109K	Hold	22,200	–	–	0.02%	149
2017 Q3	$152K	Hold	22,200	–	–	0.04%	139
2017 Q2	$146K	Hold	22,200	–	–	0.04%	130
2017 Q1	$178K	Hold	22,200	–	–	0.04%	128
2016 Q4	$206K	Hold	22,200	–	–	0.05%	119
2016 Q3	$235K	Buy	22,200 +2,200	+11%	+$21.9K	0.06%	101
2016 Q2	$187K	Hold	20,000	–	–	0.05%	105
2016 Q1	$208K	Hold	20,000	–	–	0.05%	102
2015 Q4	$201K	Hold	20,000	–	–	0.05%	102
2015 Q3	$168K	Hold	20,000	–	–	0.04%	112
2015 Q2	$322K	Hold	20,000	–	–	0.07%	97
2015 Q1	$283K	Hold	20,000	–	–	0.07%	86
2014 Q4	$200K	Hold	20,000	–	–	0.05%	100
2014 Q3	$170K	Hold	20,000	–	–	0.04%	104
2014 Q2	$177K	Hold	20,000	–	–	0.04%	101
2014 Q1	$186K	Hold	20,000	–	–	0.05%	98
2013 Q4	$169K	Hold	20,000	–	–	0.05%	93
2013 Q3	$176K	Hold	20,000	–	–	0.06%	88
2013 Q2	$142K	Buy	+20,000	New	+$138K	0.05%	82

Other funds holding OPK

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

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

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

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Empirical Wealth Management's OPK Position: Q1 2025 in Review

Empirical Wealth Management sold out of Opko Health (OPK) in Q1 2025, closing a stake of 20,000 shares — an estimated $29.4K sold.

Empirical Wealth Management first reported a position in OPK in Q2 2013 and held it in 47 quarters. The position peaked at $322K in Q2 2015. 255 funds tracked by Wall St. Rank hold OPK as of Q1 2025.

Empirical Wealth Management reported no remaining Opko Health position as of Q1 2025 after selling out during the quarter.
Empirical Wealth Management sold 20,000 Opko Health shares in Q1 2025, an estimated $29.4K.
Empirical Wealth Management first reported a position in Opko Health in Q2 2013 and held it in 47 quarters.
Empirical Wealth Management's Opko Health position peaked at $322K in Q2 2015.
255 funds tracked by Wall St. Rank held Opko Health as of Q1 2025.

Based on Empirical Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.