Envestnet Asset Management
OPCH icon

Envestnet Asset Management’s Option Care Health OPCH Stock Holding History

Envestnet Asset 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
2026
Q2 		$3.21M Sell
152,944
-36,530
-19% -$849K ﹤0.01% 2791
2026
Q1 		$5.1M Buy
189,474
+27,012
+17% +$877K ﹤0.01% 2301
2025
Q4 		$5.18M Sell
162,462
-18,608
-10% -$546K ﹤0.01% 2150
2025
Q3 		$5.03M Sell
181,070
-17,806
-9% -$516K ﹤0.01% 2238
2025
Q2 		$6.46M Buy
198,876
+14,696
+8% +$475K ﹤0.01% 2029
2025
Q1 		$6.44M Buy
184,180
+23,849
+15% +$749K ﹤0.01% 1954
2024
Q4 		$3.72M Sell
160,331
-70,268
-30% -$1.78M ﹤0.01% 2308
2024
Q3 		$7.22M Sell
230,599
-716
-0.3% -$22K ﹤0.01% 1865
2024
Q2 		$6.41M Buy
231,315
+6,283
+3% +$187K ﹤0.01% 1849
2024
Q1 		$7.55M Buy
225,032
+32,295
+17% +$1.05M ﹤0.01% 1704
2023
Q4 		$6.49M Buy
192,737
+84,346
+78% +$2.59M ﹤0.01% 1719
2023
Q3 		$3.51M Buy
108,391
+79,751
+278% +$2.69M ﹤0.01% 2033
2023
Q2 		$931K Sell
28,640
-324,939
-92% -$9.8M ﹤0.01% 2809
2023
Q1 		$1.07M Buy
353,579
+314,018
+794% +$9.41M ﹤0.01% 2624
2022
Q4 		$1.19M Buy
39,561
+4,111
+12% +$128K ﹤0.01% 2506
2022
Q3 		$1.12M Buy
35,450
+7,446
+27% +$238K ﹤0.01% 2483
2022
Q2 		$778K Buy
28,004
+6,778
+32% +$193K ﹤0.01% 2784
2022
Q1 		$606K Buy
21,226
+3,141
+17% +$78.9K ﹤0.01% 3008
2021
Q4 		$514K Buy
18,085
+4,929
+37% +$129K ﹤0.01% 3060
2021
Q3 		$319K Buy
+13,156
New +$305K ﹤0.01% 3260
2017
Q2 		– Hold
0
– – – 3106
2017
Q1 		– Sell
-539
Closed -$3.56K – 3154
2016
Q4 		$2K Sell
539
-1,163
-68% -$8.93K ﹤0.01% 2988
2016
Q3 		$20K Buy
1,702
+576
+51% +$6.21K ﹤0.01% 2816
2016
Q2 		$11K Sell
1,126
-101
-8% -$1.03K ﹤0.01% 3027
2016
Q1 		$11K Buy
1,227
+688
+128% +$5.16K ﹤0.01% 3034
2015
Q4 		$4K Sell
539
-1,049
-66% -$8.38K ﹤0.01% 2965
2015
Q3 		$12K Buy
+1,588
New +$16K ﹤0.01% 2978

Other funds holding OPCH

VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management's OPCH Position: Q2 2026 in Review

Envestnet Asset Management reduced its Option Care Health (OPCH) stake by 19% in Q2 2026, selling an estimated $849K and leaving 152,944 shares worth $3.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2791.

Envestnet Asset Management first reported a position in OPCH in Q3 2015 and has held it in 26 quarters since. The position peaked at $7.55M in Q1 2024. 126 funds tracked by Wall St. Rank hold OPCH as of Q2 2026.

  • Envestnet Asset Management held 152,944 shares of Option Care Health worth $3.21M as of Q2 2026.
  • Envestnet Asset Management sold 36,530 Option Care Health shares in Q2 2026, an estimated $849K.
  • Option Care Health made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2791 holding.
  • Envestnet Asset Management first reported a position in Option Care Health in Q3 2015 and has held it in 26 quarters since.
  • Envestnet Asset Management's Option Care Health position peaked at $7.55M in Q1 2024.
  • 126 funds tracked by Wall St. Rank held Option Care Health as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.