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Peak Retirement Planning’s Option Care Health OPCH Stock Holding History

Peak Retirement Planning’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
-45,532
Closed -$1.48M – 137
2025
Q2 		$1.48M Buy
45,532
+11,321
+33% +$366K 0.6% 38
2025
Q1 		$1.2M Sell
34,211
-5,892
-15% -$185K 0.66% 25
2024
Q4 		$1.03M Buy
+40,103
New +$1.01M 0.69% 31

Other funds holding OPCH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
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
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Peak Retirement Planning's OPCH Position: Q3 2025 in Review

Peak Retirement Planning sold out of Option Care Health (OPCH) in Q3 2025, closing a stake of 45,532 shares — an estimated $1.48M sold.

Peak Retirement Planning first reported a position in OPCH in Q4 2024 and held it in 3 quarters. The position peaked at $1.48M in Q2 2025. 381 funds tracked by Wall St. Rank hold OPCH as of Q3 2025.

  • Peak Retirement Planning reported no remaining Option Care Health position as of Q3 2025 after selling out during the quarter.
  • Peak Retirement Planning sold 45,532 Option Care Health shares in Q3 2025, an estimated $1.48M.
  • Peak Retirement Planning first reported a position in Option Care Health in Q4 2024 and held it in 3 quarters.
  • Peak Retirement Planning's Option Care Health position peaked at $1.48M in Q2 2025.
  • 381 funds tracked by Wall St. Rank held Option Care Health as of Q3 2025.

Based on Peak Retirement Planning's 13F filing for Q3 2025, filed 4 Nov 2025.