EWA
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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
Q2 		$14.2K Sell
675
-341
-34% -$7.93K ﹤0.01% 2683
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
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

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

EverSource Wealth Advisors reduced its Option Care Health (OPCH) stake by 34% in Q2 2026, selling an estimated $7.93K and leaving 675 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2683.

EverSource Wealth Advisors first reported a position in OPCH in Q3 2022 and has held it in 13 quarters since. The position peaked at $67.9K in Q3 2025. 372 funds tracked by Wall St. Rank hold OPCH as of Q2 2026.

  • EverSource Wealth Advisors held 675 shares of Option Care Health worth $14.2K as of Q2 2026.
  • EverSource Wealth Advisors sold 341 Option Care Health shares in Q2 2026, an estimated $7.93K.
  • Option Care Health made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2683 holding.
  • EverSource Wealth Advisors first reported a position in Option Care Health in Q3 2022 and has held it in 13 quarters since.
  • EverSource Wealth Advisors's Option Care Health position peaked at $67.9K in Q3 2025.
  • 372 funds tracked by Wall St. Rank held Option Care Health as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.