Mount Yale Investment Advisors’s Option Care Health OPCH Stock Holding History

Mount Yale Investment Advisors’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
2025 Q3	–	Sell	-1,229	Closed	-$39.9K	–	1305
2025 Q2	$39.9K	Buy	+1,229	New	+$39.7K	﹤0.01%	879
2024 Q4	–	Sell	-6,627	Closed	-$207K	–	601
2024 Q3	$207K	Sell	6,627 -3,582	-35%	-$110K	0.02%	514
2024 Q2	$283K	Sell	10,209 -20	-0.2%	-$596	0.02%	447
2024 Q1	$343K	Sell	10,229 -35	-0.3%	-$1.13K	0.03%	418
2023 Q4	$346K	Buy	10,264 +1,144	+13%	+$35.2K	0.03%	385
2023 Q3	$295K	Buy	9,120 +1,251	+16%	+$42.2K	0.03%	395
2023 Q2	$256K	Sell	7,869 -817	-9%	-$24.6K	0.03%	424
2023 Q1	$276K	Sell	8,686 -274	-3%	-$8.21K	0.03%	398
2022 Q4	$270K	Buy	8,960 +122	+1%	+$3.79K	0.03%	375
2022 Q3	$278K	Sell	8,838 -1,449	-14%	-$46.4K	0.04%	356
2022 Q2	$286K	Buy	10,287 +787	+8%	+$22.4K	0.04%	364
2022 Q1	$271K	Sell	9,500 -174	-2%	-$4.37K	0.03%	394
2021 Q4	$275K	Sell	9,674 -171	-2%	-$4.49K	0.03%	394
2021 Q3	$239K	Buy	9,845 +73	+0.7%	+$1.69K	0.03%	409
2021 Q2	$214K	Buy	+9,772	New	+$188K	0.03%	401

Other funds holding OPCH

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mount Yale Investment Advisors's OPCH Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Option Care Health (OPCH) in Q3 2025, closing a stake of 1,229 shares — an estimated $39.9K sold.

Mount Yale Investment Advisors first reported a position in OPCH in Q2 2021 and held it in 15 quarters. The position peaked at $346K in Q4 2023. 381 funds tracked by Wall St. Rank hold OPCH as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Option Care Health position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 1,229 Option Care Health shares in Q3 2025, an estimated $39.9K.
Mount Yale Investment Advisors first reported a position in Option Care Health in Q2 2021 and held it in 15 quarters.
Mount Yale Investment Advisors's Option Care Health position peaked at $346K in Q4 2023.
381 funds tracked by Wall St. Rank held Option Care Health as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.