First Manhattan
OPCH icon

First Manhattan’s Option Care Health OPCH Stock Holding History

First Manhattan’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 		$1.37M Sell
51,040
-6,520
-11% -$212K ﹤0.01% 387
2025
Q4 		$1.83M Sell
57,560
-6,370
-10% -$187K ﹤0.01% 353
2025
Q3 		$1.77M Buy
+63,930
New +$1.85M ﹤0.01% 353

Other funds holding OPCH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

First Manhattan's OPCH Position: Q1 2026 in Review

First Manhattan reduced its Option Care Health (OPCH) stake by 11% in Q1 2026, selling an estimated $212K and leaving 51,040 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #387.

First Manhattan first reported a position in OPCH in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.83M in Q4 2025. 369 funds tracked by Wall St. Rank hold OPCH as of Q1 2026.

  • First Manhattan held 51,040 shares of Option Care Health worth $1.37M as of Q1 2026.
  • First Manhattan sold 6,520 Option Care Health shares in Q1 2026, an estimated $212K.
  • Option Care Health made up ﹤0.01% of First Manhattan's portfolio in Q1 2026, its #387 holding.
  • First Manhattan first reported a position in Option Care Health in Q3 2025 and has held it in 3 quarters since.
  • First Manhattan's Option Care Health position peaked at $1.83M in Q4 2025.
  • 369 funds tracked by Wall St. Rank held Option Care Health as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.