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Legacy Wealth Management (Idaho)’s Option Care Health OPCH Stock Holding History

Legacy Wealth Management (Idaho)’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
-23
Closed -$620 – 709
2026
Q1 		$620 Hold
23
– – ﹤0.01% 924
2025
Q4 		$733 Hold
23
– – ﹤0.01% 783
2025
Q3 		$639 Hold
23
– – ﹤0.01% 666
2025
Q2 		$748 Hold
23
– – ﹤0.01% 618
2025
Q1 		$804 Hold
23
– – ﹤0.01% 661
2024
Q4 		$713 Hold
23
– – ﹤0.01% 626
2024
Q3 		$511 Buy
+23
New +$706 ﹤0.01% 610

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

Legacy Wealth Management (Idaho)'s OPCH Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Option Care Health (OPCH) in Q2 2026, closing a stake of 23 shares — an estimated $620 sold.

Legacy Wealth Management (Idaho) first reported a position in OPCH in Q3 2024 and held it in 7 quarters. The position peaked at $804 in Q1 2025. 372 funds tracked by Wall St. Rank hold OPCH as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Option Care Health position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 23 Option Care Health shares in Q2 2026, an estimated $620.
  • Legacy Wealth Management (Idaho) first reported a position in Option Care Health in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Option Care Health position peaked at $804 in Q1 2025.
  • 372 funds tracked by Wall St. Rank held Option Care Health as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.