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Root Financial Partners’s Opko Health OPK Stock Holding History

Root Financial Partners’s Portfolio OPK Stock Details OPK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$114 Hold
100
– – ﹤0.01% 3258
2025
Q4 		$126 Hold
100
– – ﹤0.01% 2317
2025
Q3 		$155 Buy
+100
New +$137 ﹤0.01% 2219

Other funds holding OPK

RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WCM
Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Root Financial Partners's OPK Position: Q1 2026 in Review

Root Financial Partners held its Opko Health (OPK) position steady in Q1 2026 at 100 shares worth $114. The position accounts for ﹤0.01% of the portfolio, ranked #3258.

Root Financial Partners first reported a position in OPK in Q3 2025 and has held it in 3 quarters since. The position peaked at $155 in Q3 2025. 235 funds tracked by Wall St. Rank hold OPK as of Q1 2026.

  • Root Financial Partners held 100 shares of Opko Health worth $114 as of Q1 2026.
  • Root Financial Partners left its Opko Health share count unchanged in Q1 2026.
  • Opko Health made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3258 holding.
  • Root Financial Partners first reported a position in Opko Health in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Opko Health position peaked at $155 in Q3 2025.
  • 235 funds tracked by Wall St. Rank held Opko Health as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.