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PBMares Wealth Management’s Opko Health OPK Stock Holding History

PBMares Wealth Management’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
Q3 		$41.9K Hold
27,021
– – 0.01% 195
2025
Q2 		$35.7K Hold
27,021
– – 0.01% 185
2025
Q1 		$44.9K Hold
27,021
– – 0.01% 189
2024
Q4 		$39.7K Buy
27,021
+6,115
+29% +$9.35K 0.01% 191
2024
Q3 		$31.1K Hold
20,906
– – 0.01% 196
2024
Q2 		$26.1K Buy
20,906
+10,453
+100% +$13.6K 0.01% 183
2024
Q1 		$12.5K Buy
+10,453
New +$10.5K ﹤0.01% 178

Other funds holding OPK

RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM
Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

PBMares Wealth Management's OPK Position: Q3 2025 in Review

PBMares Wealth Management held its Opko Health (OPK) position steady in Q3 2025 at 27,021 shares worth $41.9K. The position accounts for 0.01% of the portfolio, ranked #195.

PBMares Wealth Management first reported a position in OPK in Q1 2024 and has held it in 7 quarters since. The position peaked at $44.9K in Q1 2025. 233 funds tracked by Wall St. Rank hold OPK as of Q3 2025.

  • PBMares Wealth Management held 27,021 shares of Opko Health worth $41.9K as of Q3 2025.
  • PBMares Wealth Management left its Opko Health share count unchanged in Q3 2025.
  • Opko Health made up 0.01% of PBMares Wealth Management's portfolio in Q3 2025, its #195 holding.
  • PBMares Wealth Management first reported a position in Opko Health in Q1 2024 and has held it in 7 quarters since.
  • PBMares Wealth Management's Opko Health position peaked at $44.9K in Q1 2025.
  • 233 funds tracked by Wall St. Rank held Opko Health as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.