IP
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Isthmus Partners’s Option Care Health OPCH Stock Holding History

Isthmus Partners’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 		$2.57M Buy
122,654
+4,741
+4% +$110K 0.25% 103
2026
Q1 		$3.17M Sell
117,913
-256
-0.2% -$8.31K 0.33% 82
2025
Q4 		$3.76M Buy
118,169
+748
+0.6% +$22K 0.42% 61
2025
Q3 		$3.26M Buy
117,421
+30,750
+35% +$890K 0.72% 40
2025
Q2 		$2.82M Buy
86,671
+40,269
+87% +$1.3M 0.33% 82
2025
Q1 		$1.62M Buy
+46,402
New +$1.46M 0.2% 99

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
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
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

Isthmus Partners's OPCH Position: Q2 2026 in Review

Isthmus Partners increased its Option Care Health (OPCH) stake by 4% in Q2 2026, buying an estimated $110K and bringing the position to 122,654 shares worth $2.57M. The position accounts for 0.25% of the portfolio, ranked #103.

Isthmus Partners first reported a position in OPCH in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.76M in Q4 2025. 373 funds tracked by Wall St. Rank hold OPCH as of Q2 2026.

  • Isthmus Partners held 122,654 shares of Option Care Health worth $2.57M as of Q2 2026.
  • Isthmus Partners bought 4,741 Option Care Health shares in Q2 2026, an estimated $110K.
  • Option Care Health made up 0.25% of Isthmus Partners's portfolio in Q2 2026, its #103 holding.
  • Isthmus Partners first reported a position in Option Care Health in Q1 2025 and has held it in 6 quarters since.
  • Isthmus Partners's Option Care Health position peaked at $3.76M in Q4 2025.
  • 373 funds tracked by Wall St. Rank held Option Care Health as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.