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Kestra Private Wealth Services’s Opko Health OPK Stock Holding History

Kestra Private Wealth Services’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
2026
Q1 		$66.6K Hold
58,450
– – ﹤0.01% 1705
2025
Q4 		$73.6K Hold
58,450
– – ﹤0.01% 1671
2025
Q3 		$90.6K Hold
58,450
– – ﹤0.01% 1613
2025
Q2 		$77.2K Hold
58,450
– – ﹤0.01% 1565
2025
Q1 		$97K Sell
58,450
-1,250
-2% -$2.06K ﹤0.01% 1453
2024
Q4 		$87.8K Buy
59,700
+3,200
+6% +$4.89K ﹤0.01% 1368
2024
Q3 		$84.2K Buy
56,500
+1,000
+2% +$1.48K ﹤0.01% 1316
2024
Q2 		$69.4K Sell
55,500
-1,000
-2% -$1.3K ﹤0.01% 1300
2024
Q1 		$67.8K Buy
56,500
+11,200
+25% +$11.2K ﹤0.01% 1254
2023
Q4 		$68.4K Sell
45,300
-700
-2% -$1.01K ﹤0.01% 1156
2023
Q3 		$73.6K Buy
46,000
+1,600
+4% +$2.91K ﹤0.01% 1100
2023
Q2 		$96.3K Buy
44,400
+6,000
+16% +$9.39K ﹤0.01% 1013
2023
Q1 		$56.1K Buy
+38,400
New +$49.4K ﹤0.01% 1008
2022
Q4 		– Sell
-34,900
Closed -$66K – 962
2022
Q3 		$66K Hold
34,900
– – ﹤0.01% 853
2022
Q2 		$88K Buy
34,900
+5,800
+20% +$16.9K 0.01% 857
2022
Q1 		$100K Buy
+29,100
New +$103K 0.01% 930
2021
Q3 		– Sell
-30,600
Closed -$124K – 955
2021
Q2 		$124K Buy
+30,600
New +$120K 0.01% 848
2021
Q1 		– Sell
-17,600
Closed -$71K – 834
2020
Q4 		$71K Buy
17,600
+800
+5% +$3.34K 0.01% 720
2020
Q3 		$62K Buy
+16,800
New +$70.9K 0.01% 665

Other funds holding OPK

RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WCM
Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kestra Private Wealth Services's OPK Position: Q1 2026 in Review

Kestra Private Wealth Services held its Opko Health (OPK) position steady in Q1 2026 at 58,450 shares worth $66.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1705.

Kestra Private Wealth Services first reported a position in OPK in Q3 2020 and has held it in 19 quarters since. The position peaked at $124K in Q2 2021. 235 funds tracked by Wall St. Rank hold OPK as of Q1 2026.

  • Kestra Private Wealth Services held 58,450 shares of Opko Health worth $66.6K as of Q1 2026.
  • Kestra Private Wealth Services left its Opko Health share count unchanged in Q1 2026.
  • Opko Health made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1705 holding.
  • Kestra Private Wealth Services first reported a position in Opko Health in Q3 2020 and has held it in 19 quarters since.
  • Kestra Private Wealth Services's Opko Health position peaked at $124K in Q2 2021.
  • 235 funds tracked by Wall St. Rank held Opko Health as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.