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Principal Securities’s Option Care Health OPCH Stock Holding History

Principal Securities’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
-90
Closed -$2.92K – 3814
2025
Q2 		$2.92K Buy
90
+17
+23% +$549 ﹤0.01% 3023
2025
Q1 		$1.69K Hold
73
– – ﹤0.01% 3084
2024
Q4 		$1.69K Sell
73
-1,119
-94% -$28.3K ﹤0.01% 3078
2024
Q3 		$37.3K Buy
1,192
+281
+31% +$8.63K ﹤0.01% 1816
2024
Q2 		$25.2K Buy
911
+58
+7% +$1.73K ﹤0.01% 1946
2024
Q1 		$28.6K Buy
853
+64
+8% +$2.07K ﹤0.01% 1827
2023
Q4 		$26.6K Buy
+789
New +$24.2K ﹤0.01% 1773

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

Principal Securities's OPCH Position: Q3 2025 in Review

Principal Securities sold out of Option Care Health (OPCH) in Q3 2025, closing a stake of 90 shares — an estimated $2.92K sold.

Principal Securities first reported a position in OPCH in Q4 2023 and held it in 7 quarters. The position peaked at $37.3K in Q3 2024. 381 funds tracked by Wall St. Rank hold OPCH as of Q3 2025.

  • Principal Securities reported no remaining Option Care Health position as of Q3 2025 after selling out during the quarter.
  • Principal Securities sold 90 Option Care Health shares in Q3 2025, an estimated $2.92K.
  • Principal Securities first reported a position in Option Care Health in Q4 2023 and held it in 7 quarters.
  • Principal Securities's Option Care Health position peaked at $37.3K in Q3 2024.
  • 381 funds tracked by Wall St. Rank held Option Care Health as of Q3 2025.

Based on Principal Securities's 13F filing for Q3 2025, filed 12 Nov 2025.