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BFC Planning, Inc.’s Option Care Health OPCH Stock Holding History

BFC Planning, 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
2026
Q2 		$20.2K Buy
961
+668
+228% +$15.5K ﹤0.01% 2015
2026
Q1 		$7.89K Hold
293
– – ﹤0.01% 2142
2025
Q4 		$9.34K Sell
293
-29
-9% -$851 ﹤0.01% 2110
2025
Q3 		$8.94K Sell
322
-37
-10% -$1.07K ﹤0.01% 1978
2025
Q2 		$11.7K Buy
359
+290
+420% +$9.37K ﹤0.01% 1725
2025
Q1 		$2.41K Hold
69
– – ﹤0.01% 2254
2024
Q4 		$1.6K Buy
+69
New +$1.74K ﹤0.01% 2331

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
Durable Capital Partners
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

BFC Planning, Inc.'s OPCH Position: Q2 2026 in Review

BFC Planning, Inc. increased its Option Care Health (OPCH) stake by 228% in Q2 2026, buying an estimated $15.5K and bringing the position to 961 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2015.

BFC Planning, Inc. first reported a position in OPCH in Q4 2024 and has held it in 7 quarters since. 374 funds tracked by Wall St. Rank hold OPCH as of Q2 2026.

  • BFC Planning, Inc. held 961 shares of Option Care Health worth $20.2K as of Q2 2026.
  • BFC Planning, Inc. bought 668 Option Care Health shares in Q2 2026, an estimated $15.5K.
  • Option Care Health made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2015 holding.
  • BFC Planning, Inc. first reported a position in Option Care Health in Q4 2024 and has held it in 7 quarters since.
  • 374 funds tracked by Wall St. Rank held Option Care Health as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.