LRI Investments’s Opko Health OPK Stock Holding History

LRI Investments’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 Q2	$2	Hold	1	–	–	﹤0.01%	1952
2026 Q1	$1	Hold	1	–	–	﹤0.01%	1413
2025 Q4	$1	Hold	1	–	–	﹤0.01%	1352
2025 Q3	$2	Hold	1	–	–	﹤0.01%	1306
2025 Q2	$1	Hold	1	–	–	﹤0.01%	1264
2025 Q1	$2	Buy	+1	New	+$2	﹤0.01%	1208

Other funds holding OPK

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WCM

Whitefort Capital Management New York $406M AUM 84.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LRI Investments's OPK Position: Q2 2026 in Review

LRI Investments held its Opko Health (OPK) position steady in Q2 2026 at 1 share worth $2. The position accounts for ﹤0.01% of the portfolio, ranked #1952.

LRI Investments first reported a position in OPK in Q1 2025 and has held it in 6 quarters since. 222 funds tracked by Wall St. Rank hold OPK as of Q2 2026.

LRI Investments held 1 share of Opko Health worth $2 as of Q2 2026.
LRI Investments left its Opko Health share count unchanged in Q2 2026.
Opko Health made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1952 holding.
LRI Investments first reported a position in Opko Health in Q1 2025 and has held it in 6 quarters since.
222 funds tracked by Wall St. Rank held Opko Health as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.