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Physician Wealth Advisors’s Option Care Health OPCH Stock Holding History

Physician Wealth 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
2026
Q2 		– Sell
-20
Closed -$539 – 2419
2026
Q1 		$539 Buy
+20
New +$649 ﹤0.01% 1893
2025
Q4 		– Sell
-24
Closed -$667 – 2124
2025
Q3 		$667 Sell
24
-19
-44% -$550 ﹤0.01% 1743
2025
Q2 		$1.4K Buy
43
+26
+153% +$840 ﹤0.01% 1198
2025
Q1 		$595 Buy
+17
New +$534 ﹤0.01% 1343

Other funds holding OPCH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RBI
Raiffeisen Bank International Vienna, Austria $8.53B AUM 46.94% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Physician Wealth Advisors's OPCH Position: Q2 2026 in Review

Physician Wealth Advisors sold out of Option Care Health (OPCH) in Q2 2026, closing a stake of 20 shares — an estimated $539 sold.

Physician Wealth Advisors first reported a position in OPCH in Q1 2025 and held it in 4 quarters. The position peaked at $1.4K in Q2 2025. 94 funds tracked by Wall St. Rank hold OPCH as of Q2 2026.

  • Physician Wealth Advisors reported no remaining Option Care Health position as of Q2 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 20 Option Care Health shares in Q2 2026, an estimated $539.
  • Physician Wealth Advisors first reported a position in Option Care Health in Q1 2025 and held it in 4 quarters.
  • Physician Wealth Advisors's Option Care Health position peaked at $1.4K in Q2 2025.
  • 94 funds tracked by Wall St. Rank held Option Care Health as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.