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

EverSource 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 Q1	$27.4K	Sell	1,016 -814	-44%	-$26.4K	﹤0.01%	2304
2025 Q4	$58.3K	Sell	1,830 -617	-25%	-$18.1K	﹤0.01%	1640
2025 Q3	$67.9K	Buy	2,447 +1,040	+74%	+$30.1K	﹤0.01%	1485
2025 Q2	$45.7K	Buy	1,407 +1,183	+528%	+$38.2K	﹤0.01%	1680
2025 Q1	$7.83K	Sell	224 -23	-9%	-$722	﹤0.01%	2258
2024 Q4	$5.73K	Buy	247 +207	+518%	+$5.23K	﹤0.01%	2281
2024 Q3	$1.25K	Buy	+40	New	+$1.23K	﹤0.01%	2669
2024 Q1	–	Sell	-20	Closed	-$674	–	2959
2023 Q4	$674	Buy	20 +4	+25%	+$123	﹤0.01%	2466
2023 Q3	$518	Buy	+16	New	+$539	﹤0.01%	2362
2023 Q2	–	Sell	-34	Closed	-$1.08K	–	2573
2023 Q1	$1.08K	Buy	34 +5	+17%	+$150	﹤0.01%	2093
2022 Q4	$873	Hold	29	–	–	﹤0.01%	2126
2022 Q3	$1K	Buy	+29	New	+$928	﹤0.01%	1860

Other funds holding OPCH

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

EverSource Wealth Advisors's OPCH Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Option Care Health (OPCH) stake by 44% in Q1 2026, selling an estimated $26.4K and leaving 1,016 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2304.

EverSource Wealth Advisors first reported a position in OPCH in Q3 2022 and has held it in 12 quarters since. The position peaked at $67.9K in Q3 2025. 369 funds tracked by Wall St. Rank hold OPCH as of Q1 2026.

EverSource Wealth Advisors held 1,016 shares of Option Care Health worth $27.4K as of Q1 2026.
EverSource Wealth Advisors sold 814 Option Care Health shares in Q1 2026, an estimated $26.4K.
Option Care Health made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2304 holding.
EverSource Wealth Advisors first reported a position in Option Care Health in Q3 2022 and has held it in 12 quarters since.
EverSource Wealth Advisors's Option Care Health position peaked at $67.9K in Q3 2025.
369 funds tracked by Wall St. Rank held Option Care Health as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.