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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Option Care Health OPCH Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2025
Q1 		– Sell
-250
Closed -$5.8K – 509
2024
Q4 		$5.8K Buy
+250
New +$6.32K ﹤0.01% 393

Other funds holding OPCH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s OPCH Position: Q1 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Option Care Health (OPCH) in Q1 2025, closing a stake of 250 shares — an estimated $5.8K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in OPCH in Q4 2024 and held it in 1 quarter. The position peaked at $5.8K in Q4 2024. 384 funds tracked by Wall St. Rank hold OPCH as of Q1 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Option Care Health position as of Q1 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 250 Option Care Health shares in Q1 2025, an estimated $5.8K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Option Care Health in Q4 2024 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Option Care Health position peaked at $5.8K in Q4 2024.
  • 384 funds tracked by Wall St. Rank held Option Care Health as of Q1 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2025, filed 7 Aug 2026.