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EP Wealth Advisors’s Opko Health OPK Stock Holding History

EP Wealth Advisors’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
Q2 		$44.6K Sell
29,722
-448
-1% -$571 ﹤0.01% 1697
2026
Q1 		$34.4K Buy
30,170
+724
+2% +$891 ﹤0.01% 1483
2025
Q4 		$37.1K Buy
+29,446
New +$41K ﹤0.01% 1467
2025
Q2 		$38.1K Sell
28,900
-338
-1% -$462 ﹤0.01% 1409
2025
Q1 		$48.5K Buy
29,238
+338
+1% +$557 ﹤0.01% 1268
2024
Q4 		$42.5K Hold
28,900
– – ﹤0.01% 1227
2024
Q3 		$43.1K Sell
28,900
-2,000
-6% -$2.97K ﹤0.01% 1167
2024
Q2 		$38.6K Hold
30,900
– – ﹤0.01% 839
2024
Q1 		$37.1K Hold
30,900
– – ﹤0.01% 821
2023
Q4 		$46.7K Hold
30,900
– – ﹤0.01% 803
2023
Q3 		$49.4K Buy
30,900
+18,041
+140% +$32.9K ﹤0.01% 739
2023
Q2 		$67.1K Buy
+12,859
New +$20.1K ﹤0.01% 672

Other funds holding OPK

RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WCM
Whitefort Capital Management New York $406M AUM 84.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

EP Wealth Advisors reduced its Opko Health (OPK) stake by 1.5% in Q2 2026, selling an estimated $571 and leaving 29,722 shares worth $44.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1697.

EP Wealth Advisors first reported a position in OPK in Q2 2023 and has held it in 12 quarters since. The position peaked at $67.1K in Q2 2023. 223 funds tracked by Wall St. Rank hold OPK as of Q2 2026.

  • EP Wealth Advisors held 29,722 shares of Opko Health worth $44.6K as of Q2 2026.
  • EP Wealth Advisors sold 448 Opko Health shares in Q2 2026, an estimated $571.
  • Opko Health made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1697 holding.
  • EP Wealth Advisors first reported a position in Opko Health in Q2 2023 and has held it in 12 quarters since.
  • EP Wealth Advisors's Opko Health position peaked at $67.1K in Q2 2023.
  • 223 funds tracked by Wall St. Rank held Opko Health as of Q2 2026.

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