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Henry Ellenbogen’s Option Care Health OPCH Stock Holding History

Henry Ellenbogen’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 		$129M Sell
6,163,722
-2,827,532
-31% -$65.7M 1.26% 23
2026
Q1 		$242M Hold
8,991,254
– – 2.49% 19
2025
Q4 		$286M Buy
8,991,254
+1,559,485
+21% +$45.8M 2.71% 16
2025
Q3 		$206M Sell
7,431,769
-805,808
-10% -$23.3M 1.53% 31
2025
Q2 		$268M Buy
8,237,577
+4,720,988
+134% +$153M 2.03% 20
2025
Q1 		$123M Buy
+3,516,589
New +$110M 1.1% 29
2024
Q4 		– Sell
-2,396,385
Closed -$75M – 50
2024
Q3 		$75M Buy
+2,396,385
New +$73.6M 0.55% 40

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Henry Ellenbogen's OPCH Position: Q2 2026 in Review

Henry Ellenbogen reduced its Option Care Health (OPCH) stake by 31% in Q2 2026, selling an estimated $65.7M and leaving 6,163,722 shares worth $129M. The position accounts for 1.26% of the portfolio, ranked #23.

Henry Ellenbogen first reported a position in OPCH in Q3 2024 and has held it in 7 quarters since. The position peaked at $286M in Q4 2025. 369 funds tracked by Wall St. Rank hold OPCH as of Q2 2026.

  • Henry Ellenbogen held 6,163,722 shares of Option Care Health worth $129M as of Q2 2026.
  • Henry Ellenbogen sold 2,827,532 Option Care Health shares in Q2 2026, an estimated $65.7M.
  • Option Care Health made up 1.26% of Henry Ellenbogen's portfolio in Q2 2026, its #23 holding.
  • Henry Ellenbogen first reported a position in Option Care Health in Q3 2024 and has held it in 7 quarters since.
  • Henry Ellenbogen's Option Care Health position peaked at $286M in Q4 2025.
  • 369 funds tracked by Wall St. Rank held Option Care Health as of Q2 2026.

Based on Durable Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.