EverSource Wealth Advisors’s Opko Health OPK Stock Holding History

EverSource 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	$5.59K	Buy	3,727 +193	+5%	+$246	﹤0.01%	3232
2026 Q1	$4.03K	Sell	3,534 -2,091	-37%	-$2.57K	﹤0.01%	3359
2025 Q4	$7.09K	Sell	5,625 -1,168	-17%	-$1.63K	﹤0.01%	2964
2025 Q3	$10.5K	Buy	6,793 +4,116	+154%	+$5.65K	﹤0.01%	2799
2025 Q2	$3.53K	Buy	2,677 +397	+17%	+$543	﹤0.01%	3299
2025 Q1	$3.79K	Buy	2,280 +1,134	+99%	+$1.87K	﹤0.01%	2629
2024 Q4	$1.68K	Buy	1,146 +145	+14%	+$222	﹤0.01%	2779
2024 Q3	$1.49K	Buy	1,001 +1	+0.1%	+$1	﹤0.01%	2622
2024 Q2	$1.42K	Hold	1,000	–	–	﹤0.01%	2647
2024 Q1	$1.22K	Buy	1,000 +334	+50%	+$334	﹤0.01%	2521
2023 Q4	$1.01K	Buy	+666	New	+$963	﹤0.01%	2399

Other funds holding OPK

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Opko Health (OPK) stake by 5.5% in Q2 2026, buying an estimated $246 and bringing the position to 3,727 shares worth $5.59K. The position accounts for ﹤0.01% of the portfolio, ranked #3232.

EverSource Wealth Advisors first reported a position in OPK in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.5K in Q3 2025. 222 funds tracked by Wall St. Rank hold OPK as of Q2 2026.

EverSource Wealth Advisors held 3,727 shares of Opko Health worth $5.59K as of Q2 2026.
EverSource Wealth Advisors bought 193 Opko Health shares in Q2 2026, an estimated $246.
Opko Health made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3232 holding.
EverSource Wealth Advisors first reported a position in Opko Health in Q4 2023 and has held it in 11 quarters since.
EverSource Wealth Advisors's Opko Health position peaked at $10.5K in Q3 2025.
222 funds tracked by Wall St. Rank held Opko Health as of Q2 2026.

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