Leeward Investments’s Option Care Health OPCH Stock Holding History

Leeward Investments’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	$14.8M	Buy	706,052 +230,875	+49%	+$5.37M	0.67%	57
2026 Q1	$12.8M	Sell	475,177 -13,239	-3%	-$430K	0.63%	67
2025 Q4	$15.6M	Buy	488,416 +64,868	+15%	+$1.9M	0.79%	44
2025 Q3	$11.8M	Buy	423,548 +52,183	+14%	+$1.51M	0.6%	71
2025 Q2	$12.1M	Sell	371,365 -14,308	-4%	-$462K	0.64%	61
2025 Q1	$13.5M	Sell	385,673 -15,956	-4%	-$501K	0.72%	60
2024 Q4	$9.32M	Sell	401,629 -31,283	-7%	-$791K	0.46%	95
2024 Q3	$13.6M	Sell	432,912 -1,890	-0.4%	-$58K	0.63%	63
2024 Q2	$12M	Buy	+434,802	New	+$13M	0.55%	86

Other funds holding OPCH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Leeward Investments's OPCH Position: Q2 2026 in Review

Leeward Investments increased its Option Care Health (OPCH) stake by 49% in Q2 2026, buying an estimated $5.37M and bringing the position to 706,052 shares worth $14.8M. The position accounts for 0.67% of the portfolio, ranked #57.

Leeward Investments first reported a position in OPCH in Q2 2024 and has held it in 9 quarters since. The position peaked at $15.6M in Q4 2025. 86 funds tracked by Wall St. Rank hold OPCH as of Q2 2026.

Leeward Investments held 706,052 shares of Option Care Health worth $14.8M as of Q2 2026.
Leeward Investments bought 230,875 Option Care Health shares in Q2 2026, an estimated $5.37M.
Option Care Health made up 0.67% of Leeward Investments's portfolio in Q2 2026, its #57 holding.
Leeward Investments first reported a position in Option Care Health in Q2 2024 and has held it in 9 quarters since.
Leeward Investments's Option Care Health position peaked at $15.6M in Q4 2025.
86 funds tracked by Wall St. Rank held Option Care Health as of Q2 2026.

Based on Leeward Investments's 13F filing for Q2 2026, filed 30 Jul 2026.