JWA
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JFS Wealth Advisors’s Option Care Health OPCH Stock Holding History

JFS 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
2026
Q2 		$881 Sell
42
-73
-63% -$1.7K ﹤0.01% 1839
2026
Q1 		$3.1K Buy
115
+13
+13% +$422 ﹤0.01% 1374
2025
Q4 		$3.25K Buy
102
+51
+100% +$1.5K ﹤0.01% 1401
2025
Q3 		$1.42K Buy
51
+9
+21% +$261 ﹤0.01% 1523
2025
Q2 		$1.36K Sell
42
-49
-54% -$1.58K ﹤0.01% 1495
2025
Q1 		$3.18K Buy
91
+58
+176% +$1.82K ﹤0.01% 1294
2024
Q4 		$766 Sell
33
-42
-56% -$1.06K ﹤0.01% 1724
2024
Q3 		$2.35K Buy
75
+3
+4% +$92 ﹤0.01% 1413
2024
Q2 		$2K Hold
72
– – ﹤0.01% 1430
2024
Q1 		$2.42K Hold
72
– – ﹤0.01% 1375
2023
Q4 		$2.43K Sell
72
-13
-15% -$399 ﹤0.01% 1345
2023
Q3 		$2.75K Buy
85
+13
+18% +$438 ﹤0.01% 1236
2023
Q2 		$2.34K Sell
72
-11
-13% -$332 ﹤0.01% 1321
2023
Q1 		$2.64K Buy
83
+5
+6% +$150 ﹤0.01% 1259
2022
Q4 		$2.35K Sell
78
-9
-10% -$279 ﹤0.01% 1311
2022
Q3 		$3K Buy
87
+12
+16% +$384 ﹤0.01% 1217
2022
Q2 		$2K Buy
75
+14
+23% +$398 ﹤0.01% 1363
2022
Q1 		$2K Buy
61
+34
+126% +$854 ﹤0.01% 1470
2021
Q4 		$1K Buy
+27
New +$709 ﹤0.01% 1495

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

JFS Wealth Advisors's OPCH Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Option Care Health (OPCH) stake by 63% in Q2 2026, selling an estimated $1.7K and leaving 42 shares worth $881. The position accounts for ﹤0.01% of the portfolio, ranked #1839.

JFS Wealth Advisors first reported a position in OPCH in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.25K in Q4 2025. 370 funds tracked by Wall St. Rank hold OPCH as of Q2 2026.

  • JFS Wealth Advisors held 42 shares of Option Care Health worth $881 as of Q2 2026.
  • JFS Wealth Advisors sold 73 Option Care Health shares in Q2 2026, an estimated $1.7K.
  • Option Care Health made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1839 holding.
  • JFS Wealth Advisors first reported a position in Option Care Health in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Option Care Health position peaked at $3.25K in Q4 2025.
  • 370 funds tracked by Wall St. Rank held Option Care Health as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.