Jones Financial Companies
OPCH icon

Jones Financial Companies’s Option Care Health OPCH Stock Holding History

Jones Financial Companies’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 		$307K Buy
14,052
+2,266
+19% +$52.7K ﹤0.01% 2411
2026
Q1 		$321K Buy
11,786
+10,942
+1,296% +$355K ﹤0.01% 2222
2025
Q4 		$26.9K Buy
844
+533
+171% +$15.6K ﹤0.01% 2812
2025
Q3 		$8.49K Sell
311
-67
-18% -$1.94K ﹤0.01% 3146
2025
Q2 		$12.2K Buy
+378
New +$12.2K ﹤0.01% 2799

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

Jones Financial Companies's OPCH Position: Q2 2026 in Review

Jones Financial Companies increased its Option Care Health (OPCH) stake by 19% in Q2 2026, buying an estimated $52.7K and bringing the position to 14,052 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #2411.

Jones Financial Companies first reported a position in OPCH in Q2 2025 and has held it in 5 quarters since. The position peaked at $321K in Q1 2026. 370 funds tracked by Wall St. Rank hold OPCH as of Q2 2026.

  • Jones Financial Companies held 14,052 shares of Option Care Health worth $307K as of Q2 2026.
  • Jones Financial Companies bought 2,266 Option Care Health shares in Q2 2026, an estimated $52.7K.
  • Option Care Health made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2411 holding.
  • Jones Financial Companies first reported a position in Option Care Health in Q2 2025 and has held it in 5 quarters since.
  • Jones Financial Companies's Option Care Health position peaked at $321K in Q1 2026.
  • 370 funds tracked by Wall St. Rank held Option Care Health as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.