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Garton & Associates Financial Advisors’s Option Care Health OPCH Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-400
Closed -$12.7K – 518
2025
Q4 		$12.7K Buy
+400
New +$11.7K 0.01% 766

Other funds holding OPCH

BlackRock
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Garton & Associates Financial Advisors's OPCH Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Option Care Health (OPCH) in Q1 2026, closing a stake of 400 shares — an estimated $12.7K sold.

Garton & Associates Financial Advisors first reported a position in OPCH in Q4 2025 and held it in 1 quarter. The position peaked at $12.7K in Q4 2025. 371 funds tracked by Wall St. Rank hold OPCH as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Option Care Health position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 400 Option Care Health shares in Q1 2026, an estimated $12.7K.
  • Garton & Associates Financial Advisors first reported a position in Option Care Health in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Option Care Health position peaked at $12.7K in Q4 2025.
  • 371 funds tracked by Wall St. Rank held Option Care Health as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.