PWA
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Principia Wealth Advisory’s Option Care Health OPCH Stock Holding History

Principia Wealth Advisory’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
Q4 		$127 Hold
4
– – ﹤0.01% 955
2025
Q3 		$111 Buy
+4
New +$116 ﹤0.01% 927

Other funds holding OPCH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principia Wealth Advisory's OPCH Position: Q4 2025 in Review

Principia Wealth Advisory held its Option Care Health (OPCH) position steady in Q4 2025 at 4 shares worth $127. The position accounts for ﹤0.01% of the portfolio, ranked #955.

Principia Wealth Advisory first reported a position in OPCH in Q3 2025 and has held it in 2 quarters since. 364 funds tracked by Wall St. Rank hold OPCH as of Q4 2025.

  • Principia Wealth Advisory held 4 shares of Option Care Health worth $127 as of Q4 2025.
  • Principia Wealth Advisory left its Option Care Health share count unchanged in Q4 2025.
  • Option Care Health made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #955 holding.
  • Principia Wealth Advisory first reported a position in Option Care Health in Q3 2025 and has held it in 2 quarters since.
  • 364 funds tracked by Wall St. Rank held Option Care Health as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.