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Evergreen Capital Management’s Opko Health OPK Stock Holding History

Evergreen Capital 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
2026
Q2 		$16.8K Buy
+11,206
New +$14.3K ﹤0.01% 1534
2024
Q1 		– Sell
-11,615
Closed -$17.5K – 908
2023
Q4 		$17.5K Buy
11,615
+463
+4% +$669 ﹤0.01% 842
2023
Q3 		$17.8K Sell
11,152
-2,159
-16% -$3.93K ﹤0.01% 789
2023
Q2 		$28.9K Hold
13,311
– – ﹤0.01% 796
2023
Q1 		$19.4K Buy
+13,311
New +$17.1K ﹤0.01% 721

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

Evergreen Capital Management's OPK Position: Q2 2026 in Review

Evergreen Capital Management opened a new position in Opko Health (OPK) in Q2 2026: 11,206 shares worth $16.8K. The stake represents ﹤0.01% of the portfolio and ranks #1534 among its holdings. This is a return to the name: Evergreen Capital Management previously reported a position in OPK as recently as Q4 2023.

Evergreen Capital Management first reported a position in OPK in Q1 2023 and has held it in 5 quarters since. The position peaked at $28.9K in Q2 2023. 223 funds tracked by Wall St. Rank hold OPK as of Q2 2026.

  • Evergreen Capital Management held 11,206 shares of Opko Health worth $16.8K as of Q2 2026.
  • Opko Health was a new Evergreen Capital Management position in Q2 2026.
  • Opko Health made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1534 holding.
  • Evergreen Capital Management first reported a position in Opko Health in Q1 2023 and has held it in 5 quarters since.
  • Evergreen Capital Management's Opko Health position peaked at $28.9K in Q2 2023.
  • 223 funds tracked by Wall St. Rank held Opko Health as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.