Orion Portfolio Solutions’s Option Care Health OPCH Stock Holding History

Orion Portfolio Solutions’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 Q1	$691K	Sell	19,783 -7,246	-27%	-$227K	0.01%	1256
2024 Q4	$627K	Sell	27,029 -1,203	-4%	-$30.4K	0.01%	1261
2024 Q3	$884K	Buy	28,232 +636	+2%	+$19.5K	0.01%	1108
2024 Q2	$764K	Buy	27,596 +4,358	+19%	+$130K	0.01%	1103
2024 Q1	$779K	Buy	23,238 +1,335	+6%	+$43.2K	0.01%	1096
2023 Q4	$728K	Sell	21,903 -10,514	-32%	-$323K	0.01%	1071
2023 Q3	$1.05M	Sell	32,417 -7,493	-19%	-$253K	0.01%	915
2023 Q2	$367K	Buy	39,910 +29,960	+301%	+$903K	﹤0.01%	1330
2023 Q1	$316K	Buy	+9,950	New	+$298K	﹤0.01%	1330

Other funds holding OPCH

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Orion Portfolio Solutions's OPCH Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Option Care Health (OPCH) stake by 27% in Q1 2025, selling an estimated $227K and leaving 19,783 shares worth $691K. The position accounts for 0.01% of the portfolio, ranked #1256.

Orion Portfolio Solutions first reported a position in OPCH in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.05M in Q3 2023. 384 funds tracked by Wall St. Rank hold OPCH as of Q1 2025.

Orion Portfolio Solutions held 19,783 shares of Option Care Health worth $691K as of Q1 2025.
Orion Portfolio Solutions sold 7,246 Option Care Health shares in Q1 2025, an estimated $227K.
Option Care Health made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1256 holding.
Orion Portfolio Solutions first reported a position in Option Care Health in Q1 2023 and has held it in 9 quarters since.
Orion Portfolio Solutions's Option Care Health position peaked at $1.05M in Q3 2023.
384 funds tracked by Wall St. Rank held Option Care Health as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.