IWA
OPCH icon

Icon Wealth Advisors’s Option Care Health OPCH Stock Holding History

Icon Wealth 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
2024
Q4 		– Sell
-4,566
Closed -$143K – 522
2024
Q3 		$143K Sell
4,566
-1,735
-28% -$53.3K 0.01% 417
2024
Q2 		$187K Sell
6,301
-851
-12% -$25.4K 0.02% 344
2024
Q1 		$240K Sell
7,152
-504
-7% -$16.3K 0.02% 314
2023
Q4 		$258K Buy
+7,656
New +$235K 0.03% 287

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 $580B AUM 38.23% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 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 $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Icon Wealth Advisors's OPCH Position: Q4 2024 in Review

Icon Wealth Advisors sold out of Option Care Health (OPCH) in Q4 2024, closing a stake of 4,566 shares — an estimated $143K sold.

Icon Wealth Advisors first reported a position in OPCH in Q4 2023 and held it in 4 quarters. The position peaked at $258K in Q4 2023. 344 funds tracked by Wall St. Rank hold OPCH as of Q4 2024.

  • Icon Wealth Advisors reported no remaining Option Care Health position as of Q4 2024 after selling out during the quarter.
  • Icon Wealth Advisors sold 4,566 Option Care Health shares in Q4 2024, an estimated $143K.
  • Icon Wealth Advisors first reported a position in Option Care Health in Q4 2023 and held it in 4 quarters.
  • Icon Wealth Advisors's Option Care Health position peaked at $258K in Q4 2023.
  • 344 funds tracked by Wall St. Rank held Option Care Health as of Q4 2024.

Based on Icon Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.