Private Wealth Management Group’s Option Care Health OPCH Stock Holding History

Private Wealth Management 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	$378	Hold	18	–	–	﹤0.01%	1414
2026 Q1	$485	Hold	18	–	–	﹤0.01%	1376
2025 Q4	$574	Hold	18	–	–	﹤0.01%	1385
2025 Q3	$500	Hold	18	–	–	﹤0.01%	1419
2025 Q2	$585	Hold	18	–	–	﹤0.01%	1397
2025 Q1	$630	Hold	18	–	–	﹤0.01%	1353
2024 Q4	$418	Sell	18 -148	-89%	-$3.74K	﹤0.01%	1462
2024 Q3	$5.2K	Hold	166	–	–	﹤0.01%	720
2024 Q2	$4.6K	Buy	166 +148	+822%	+$4.41K	﹤0.01%	735
2024 Q1	$604	Hold	18	–	–	﹤0.01%	1399
2023 Q4	$607	Buy	+18	New	+$553	﹤0.01%	1420

Other funds holding OPCH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Private Wealth Management Group's OPCH Position: Q2 2026 in Review

Private Wealth Management Group held its Option Care Health (OPCH) position steady in Q2 2026 at 18 shares worth $378. The position accounts for ﹤0.01% of the portfolio, ranked #1414.

Private Wealth Management Group first reported a position in OPCH in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.2K in Q3 2024. 370 funds tracked by Wall St. Rank hold OPCH as of Q2 2026.

Private Wealth Management Group held 18 shares of Option Care Health worth $378 as of Q2 2026.
Private Wealth Management Group left its Option Care Health share count unchanged in Q2 2026.
Option Care Health made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1414 holding.
Private Wealth Management Group first reported a position in Option Care Health in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Option Care Health position peaked at $5.2K in Q3 2024.
370 funds tracked by Wall St. Rank held Option Care Health as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.