Moser Wealth Advisors’s Opko Health OPK Stock Holding History

Moser 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
2025 Q2	$3.16K	Hold	2,392	–	–	﹤0.01%	177
2025 Q1	$3.97K	Hold	2,392	–	–	﹤0.01%	141
2024 Q4	$3.52K	Hold	2,392	–	–	﹤0.01%	129
2024 Q3	$3.56K	Hold	2,392	–	–	﹤0.01%	130
2024 Q2	$2.99K	Hold	2,392	–	–	﹤0.01%	137
2024 Q1	$2.87K	Hold	2,392	–	–	﹤0.01%	137
2023 Q4	$3.61K	Hold	2,392	–	–	﹤0.01%	129
2023 Q3	$3.83K	Hold	2,392	–	–	﹤0.01%	120
2023 Q2	$5.19K	Buy	+2,392	New	+$3.74K	﹤0.01%	117
2022 Q4	$2.99K	Hold	2,392	–	–	﹤0.01%	117
2022 Q3	$5K	Hold	2,392	–	–	﹤0.01%	121
2022 Q2	$6K	Hold	2,392	–	–	﹤0.01%	116
2022 Q1	$8K	Hold	2,392	–	–	0.01%	117
2021 Q4	$12K	Hold	2,392	–	–	0.01%	112
2021 Q3	$9K	Hold	2,392	–	–	0.01%	117
2021 Q2	$10K	Buy	+2,392	New	+$9.38K	0.01%	113

Other funds holding OPK

RCMNY

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Moser Wealth Advisors's OPK Position: Q2 2025 in Review

Moser Wealth Advisors held its Opko Health (OPK) position steady in Q2 2025 at 2,392 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #177.

Moser Wealth Advisors first reported a position in OPK in Q2 2021 and has held it in 16 quarters since. The position peaked at $12K in Q4 2021. 222 funds tracked by Wall St. Rank hold OPK as of Q2 2025.

Moser Wealth Advisors held 2,392 shares of Opko Health worth $3.16K as of Q2 2025.
Moser Wealth Advisors left its Opko Health share count unchanged in Q2 2025.
Opko Health made up ﹤0.01% of Moser Wealth Advisors's portfolio in Q2 2025, its #177 holding.
Moser Wealth Advisors first reported a position in Opko Health in Q2 2021 and has held it in 16 quarters since.
Moser Wealth Advisors's Opko Health position peaked at $12K in Q4 2021.
222 funds tracked by Wall St. Rank held Opko Health as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.