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IFP Advisors’s Opko Health OPK Stock Holding History

IFP Advisors’s Portfolio OPK Stock Details OPK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-500,000
Closed -$4.65M – 4087
2016
Q4 		$4.65M Buy
500,000
+200,000
+67% +$2.07M 0.22% 96
2016
Q3 		$3.18M Buy
+300,000
New +$2.99M 0.17% 131
2016
Q1 		– Sell
-100,000
Closed -$1M – 3087
2015
Q4 		$1M Buy
+100,000
New +$1M 0.07% 310

Other funds holding OPK

WGS
Washington Growth Strategies Washington, District of Columbia $180M AUM 31.73% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return

IFP Advisors's OPK Position: Q2 2026 in Review

IFP Advisors reduced its Opko Health (OPK) stake by 4% in Q2 2026, selling an estimated $20 and leaving 387 shares worth $580. The position accounts for ﹤0.01% of the portfolio, ranked #4651.

IFP Advisors first reported a position in OPK in Q4 2015 and has held it in 34 quarters since. The position peaked at $12.3M in Q2 2016. 39 funds tracked by Wall St. Rank hold OPK as of Q2 2026.

  • IFP Advisors held 387 shares of Opko Health worth $580 as of Q2 2026.
  • IFP Advisors sold 16 Opko Health shares in Q2 2026, an estimated $20.
  • Opko Health made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4651 holding.
  • IFP Advisors first reported a position in Opko Health in Q4 2015 and has held it in 34 quarters since.
  • IFP Advisors's Opko Health position peaked at $12.3M in Q2 2016.
  • 39 funds tracked by Wall St. Rank held Opko Health as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.