N.E.W. Advisory Services’s Opko Health OPK Stock Holding History

N.E.W. Advisory Services’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	–	Sell	-20,075	Closed	-$33.3K	–	896
2025 Q1	$33.3K	Hold	20,075	–	–	﹤0.01%	422
2024 Q4	$29.5K	Sell	20,075 -4,870	-20%	-$7.45K	﹤0.01%	188
2024 Q3	$37.2K	Hold	24,945	–	–	﹤0.01%	181
2024 Q2	$31.2K	Hold	24,945	–	–	﹤0.01%	181
2024 Q1	$29.9K	Buy	+24,945	New	+$25K	﹤0.01%	173

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

N.E.W. Advisory Services's OPK Position: Q2 2025 in Review

N.E.W. Advisory Services sold out of Opko Health (OPK) in Q2 2025, closing a stake of 20,075 shares — an estimated $33.3K sold.

N.E.W. Advisory Services first reported a position in OPK in Q1 2024 and held it in 5 quarters. The position peaked at $37.2K in Q3 2024. 222 funds tracked by Wall St. Rank hold OPK as of Q2 2025.

N.E.W. Advisory Services reported no remaining Opko Health position as of Q2 2025 after selling out during the quarter.
N.E.W. Advisory Services sold 20,075 Opko Health shares in Q2 2025, an estimated $33.3K.
N.E.W. Advisory Services first reported a position in Opko Health in Q1 2024 and held it in 5 quarters.
N.E.W. Advisory Services's Opko Health position peaked at $37.2K in Q3 2024.
222 funds tracked by Wall St. Rank held Opko Health as of Q2 2025.

Based on N.E.W. Advisory Services's 13F filing for Q2 2025, filed 18 Aug 2025.