Medallion Wealth Advisors’s Opko Health OPK Stock Holding History

Medallion Wealth Advisors’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	–	Sell	-200	Closed	-$252	–	1143
2025 Q4	$252	Hold	200	–	–	﹤0.01%	1091
2025 Q3	$310	Hold	200	–	–	﹤0.01%	1072
2025 Q2	$266	Hold	200	–	–	﹤0.01%	1062
2025 Q1	$332	Buy	+200	New	+$329	﹤0.01%	1033

Other funds holding OPK

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Medallion Wealth Advisors's OPK Position: Q1 2026 in Review

Medallion Wealth Advisors sold out of Opko Health (OPK) in Q1 2026, closing a stake of 200 shares — an estimated $252 sold.

Medallion Wealth Advisors first reported a position in OPK in Q1 2025 and held it in 4 quarters. The position peaked at $332 in Q1 2025. 235 funds tracked by Wall St. Rank hold OPK as of Q1 2026.

Medallion Wealth Advisors reported no remaining Opko Health position as of Q1 2026 after selling out during the quarter.
Medallion Wealth Advisors sold 200 Opko Health shares in Q1 2026, an estimated $252.
Medallion Wealth Advisors first reported a position in Opko Health in Q1 2025 and held it in 4 quarters.
Medallion Wealth Advisors's Opko Health position peaked at $332 in Q1 2025.
235 funds tracked by Wall St. Rank held Opko Health as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.