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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
Q2 		– Sell
-100
Closed -$114 – 2311
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

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Geode Capital Management
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State Street
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Goldman Sachs
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WCM
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Northern Trust
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Root Financial Partners's OPK Position: Q2 2026 in Review

Root Financial Partners sold out of Opko Health (OPK) in Q2 2026, closing a stake of 100 shares — an estimated $114 sold.

Root Financial Partners first reported a position in OPK in Q3 2025 and held it in 3 quarters. The position peaked at $155 in Q3 2025. 222 funds tracked by Wall St. Rank hold OPK as of Q2 2026.

  • Root Financial Partners reported no remaining Opko Health position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 100 Opko Health shares in Q2 2026, an estimated $114.
  • Root Financial Partners first reported a position in Opko Health in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Opko Health position peaked at $155 in Q3 2025.
  • 222 funds tracked by Wall St. Rank held Opko Health as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.