Principal Financial Group
OPCH icon

Principal Financial Group’s Option Care Health OPCH Stock Holding History

Principal Financial Group’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 		$11M Buy
525,108
+16,682
+3% +$388K 0.01% 1351
2026
Q1 		$13.7M Buy
508,426
+31,574
+7% +$1.02M 0.01% 1149
2025
Q4 		$15.2M Buy
476,852
+26,654
+6% +$782K 0.01% 1053
2025
Q3 		$12.5M Sell
450,198
-15,271
-3% -$442K 0.01% 1160
2025
Q2 		$15.1M Sell
465,469
-20,402
-4% -$659K 0.01% 1018
2025
Q1 		$17M Buy
485,871
+6,616
+1% +$208K 0.01% 937
2024
Q4 		$11.1M Buy
479,255
+4,166
+0.9% +$105K 0.01% 1237
2024
Q3 		$14.9M Sell
475,089
-194,775
-29% -$5.98M 0.01% 1031
2024
Q2 		$18.6M Sell
669,864
-76,250
-10% -$2.27M 0.01% 916
2024
Q1 		$25M Sell
746,114
-222,119
-23% -$7.19M 0.01% 781
2023
Q4 		$32.6M Buy
968,233
+62,449
+7% +$1.92M 0.02% 601
2023
Q3 		$29.3M Buy
905,784
+257,852
+40% +$8.69M 0.02% 598
2023
Q2 		$21.1M Sell
647,932
-33,697
-5% -$1.02M 0.01% 812
2023
Q1 		$21.7M Sell
681,629
-350,195
-34% -$10.5M 0.02% 800
2022
Q4 		$31M Buy
1,031,824
+388,362
+60% +$12.1M 0.02% 577
2022
Q3 		$20.3M Sell
643,462
-388,504
-38% -$12.4M 0.02% 766
2022
Q2 		$28.7M Buy
1,031,966
+11,697
+1% +$333K 0.02% 607
2022
Q1 		$29.1M Sell
1,020,269
-65,305
-6% -$1.64M 0.02% 680
2021
Q4 		$30.9M Buy
1,085,574
+107,635
+11% +$2.83M 0.02% 654
2021
Q3 		$23.7M Buy
977,939
+627,707
+179% +$14.6M 0.02% 807
2021
Q2 		$7.66M Buy
350,232
+291,131
+493% +$5.61M ﹤0.01% 1549
2021
Q1 		$1.05M Buy
59,101
+9,723
+20% +$182K ﹤0.01% 1985
2020
Q4 		$772K Buy
+49,378
New +$734K ﹤0.01% 2006
2020
Q1 		– Sell
-3,523
Closed -$53K – 2236
2019
Q4 		$53K Sell
3,523
-631
-15% -$8.53K ﹤0.01% 2210
2019
Q3 		$53K Buy
4,154
+887
+27% +$10.9K ﹤0.01% 2211
2019
Q2 		$34K Sell
3,267
-200
-6% -$1.64K ﹤0.01% 2213
2019
Q1 		$28K Sell
3,467
-789
-19% -$10.4K ﹤0.01% 2192
2018
Q4 		$61K Sell
4,256
-1,395
-25% -$18.4K ﹤0.01% 2196
2018
Q3 		$70K Buy
5,651
+446
+9% +$5.22K ﹤0.01% 2249
2018
Q2 		$61K Buy
5,205
+496
+11% +$5.2K ﹤0.01% 2247
2018
Q1 		$46K Sell
4,709
-217
-4% -$2.51K ﹤0.01% 2184
2017
Q4 		$57K Buy
4,926
+200
+4% +$2.02K ﹤0.01% 2215
2017
Q3 		$52K Buy
4,726
+432
+10% +$4.88K ﹤0.01% 2174
2017
Q2 		$47K Buy
+4,294
New +$32.6K ﹤0.01% 2236
2017
Q1 		– Sell
-6,921
Closed -$29K – 2221
2016
Q4 		$29K Buy
6,921
+1,254
+22% +$9.62K ﹤0.01% 2220
2016
Q3 		$66K Buy
5,667
+1,493
+36% +$16.1K ﹤0.01% 2129
2016
Q2 		$43K Buy
4,174
+919
+28% +$9.38K ﹤0.01% 2141
2016
Q1 		$28K Hold
3,255
– – ﹤0.01% 2150
2015
Q4 		$23K Buy
+3,255
New +$26K ﹤0.01% 2178
2015
Q3 		– Sell
-4,498
Closed -$65K – 2212
2015
Q2 		$65K Sell
4,498
-319
-7% -$5.4K ﹤0.01% 2163
2015
Q1 		$85K Buy
4,817
+484
+11% +$10.6K ﹤0.01% 2118
2014
Q4 		$121K Buy
4,333
+661
+18% +$16.4K ﹤0.01% 2098
2014
Q3 		$101K Buy
3,672
+405
+12% +$12.6K ﹤0.01% 2140
2014
Q2 		$109K Sell
3,267
-1,438
-31% -$43.2K ﹤0.01% 2197
2014
Q1 		$131K Sell
4,705
-1,589
-25% -$49.1K ﹤0.01% 2205
2013
Q4 		$186K Buy
6,294
+1,727
+38% +$48.8K ﹤0.01% 2168
2013
Q3 		$160K Sell
4,567
-295
-6% -$16.2K ﹤0.01% 2159
2013
Q2 		$321K Buy
+4,862
New +$273K ﹤0.01% 1920

Other funds holding OPCH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group's OPCH Position: Q2 2026 in Review

Principal Financial Group increased its Option Care Health (OPCH) stake by 3.3% in Q2 2026, buying an estimated $388K and bringing the position to 525,108 shares worth $11M. The position accounts for 0.01% of the portfolio, ranked #1351.

Principal Financial Group first reported a position in OPCH in Q2 2013 and has held it in 48 quarters since. The position peaked at $32.6M in Q4 2023. 158 funds tracked by Wall St. Rank hold OPCH as of Q2 2026.

  • Principal Financial Group held 525,108 shares of Option Care Health worth $11M as of Q2 2026.
  • Principal Financial Group bought 16,682 Option Care Health shares in Q2 2026, an estimated $388K.
  • Option Care Health made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #1351 holding.
  • Principal Financial Group first reported a position in Option Care Health in Q2 2013 and has held it in 48 quarters since.
  • Principal Financial Group's Option Care Health position peaked at $32.6M in Q4 2023.
  • 158 funds tracked by Wall St. Rank held Option Care Health as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.