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J. Safra Asset Management’s Option Care Health OPCH Stock Holding History

J. Safra Asset Management’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 		– Sell
-169
Closed -$4.55K – 670
2026
Q1 		$4.55K Buy
169
+79
+88% +$2.56K ﹤0.01% 488
2025
Q4 		$2.87K Hold
90
– – ﹤0.01% 503
2025
Q3 		$2.5K Buy
+90
New +$2.61K ﹤0.01% 371

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 $3.38T AUM 44.17% 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

J. Safra Asset Management's OPCH Position: Q2 2026 in Review

J. Safra Asset Management sold out of Option Care Health (OPCH) in Q2 2026, closing a stake of 169 shares — an estimated $4.55K sold.

J. Safra Asset Management first reported a position in OPCH in Q3 2025 and held it in 3 quarters. The position peaked at $4.55K in Q1 2026. 372 funds tracked by Wall St. Rank hold OPCH as of Q2 2026.

  • J. Safra Asset Management reported no remaining Option Care Health position as of Q2 2026 after selling out during the quarter.
  • J. Safra Asset Management sold 169 Option Care Health shares in Q2 2026, an estimated $4.55K.
  • J. Safra Asset Management first reported a position in Option Care Health in Q3 2025 and held it in 3 quarters.
  • J. Safra Asset Management's Option Care Health position peaked at $4.55K in Q1 2026.
  • 372 funds tracked by Wall St. Rank held Option Care Health as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.