IWC
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Integrated Wealth Concepts’s Opko Health OPK Stock Holding History

Integrated Wealth Concepts’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
2025
Q4 		– Sell
-17,698
Closed -$27.4K – 1920
2025
Q3 		$27.4K Buy
17,698
+3,376
+24% +$4.64K ﹤0.01% 1964
2025
Q2 		$18.9K Buy
+14,322
New +$19.6K ﹤0.01% 1887
2024
Q1 		– Sell
-44,500
Closed -$67.2K – 1692
2023
Q4 		$67.2K Hold
44,500
– – ﹤0.01% 1548
2023
Q3 		$71.2K Hold
44,500
– – ﹤0.01% 1500
2023
Q2 		$96.6K Hold
44,500
– – ﹤0.01% 1492
2023
Q1 		$65K Buy
+44,500
New +$57.3K ﹤0.01% 1298

Other funds holding OPK

RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WCM
Whitefort Capital Management New York $406M AUM 84.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Integrated Wealth Concepts's OPK Position: Q4 2025 in Review

Integrated Wealth Concepts sold out of Opko Health (OPK) in Q4 2025, closing a stake of 17,698 shares — an estimated $27.4K sold.

Integrated Wealth Concepts first reported a position in OPK in Q1 2023 and held it in 6 quarters. The position peaked at $96.6K in Q2 2023. 220 funds tracked by Wall St. Rank hold OPK as of Q4 2025.

  • Integrated Wealth Concepts reported no remaining Opko Health position as of Q4 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 17,698 Opko Health shares in Q4 2025, an estimated $27.4K.
  • Integrated Wealth Concepts first reported a position in Opko Health in Q1 2023 and held it in 6 quarters.
  • Integrated Wealth Concepts's Opko Health position peaked at $96.6K in Q2 2023.
  • 220 funds tracked by Wall St. Rank held Opko Health as of Q4 2025.

Based on Integrated Wealth Concepts's 13F filing for Q4 2025, filed 13 Feb 2026.