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EP Wealth Advisors’s Option Care Health OPCH Stock Holding History

EP Wealth Advisors’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 		$227K Buy
10,833
+768
+8% +$17.9K ﹤0.01% 1449
2026
Q1 		$271K Buy
10,065
+2,998
+42% +$97.3K ﹤0.01% 1226
2025
Q4 		$225K Buy
+7,067
New +$207K ﹤0.01% 1316

Other funds holding OPCH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EP Wealth Advisors's OPCH Position: Q2 2026 in Review

EP Wealth Advisors increased its Option Care Health (OPCH) stake by 7.6% in Q2 2026, buying an estimated $17.9K and bringing the position to 10,833 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

EP Wealth Advisors first reported a position in OPCH in Q4 2025 and has held it in 3 quarters since. The position peaked at $271K in Q1 2026. 371 funds tracked by Wall St. Rank hold OPCH as of Q2 2026.

  • EP Wealth Advisors held 10,833 shares of Option Care Health worth $227K as of Q2 2026.
  • EP Wealth Advisors bought 768 Option Care Health shares in Q2 2026, an estimated $17.9K.
  • Option Care Health made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1449 holding.
  • EP Wealth Advisors first reported a position in Option Care Health in Q4 2025 and has held it in 3 quarters since.
  • EP Wealth Advisors's Option Care Health position peaked at $271K in Q1 2026.
  • 371 funds tracked by Wall St. Rank held Option Care Health as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.