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Rothschild Investment LLC’s Opko Health OPK Stock Holding History

Rothschild Investment LLC’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 		$1.11K Buy
737
+185
+34% +$236 ﹤0.01% 3007
2026
Q1 		$629 Buy
552
+103
+23% +$127 ﹤0.01% 3045
2025
Q4 		$566 Sell
449
-230
-34% -$320 ﹤0.01% 2890
2025
Q3 		$1.05K Buy
679
+279
+70% +$383 ﹤0.01% 2551
2025
Q2 		$528 Buy
400
+200
+100% +$273 ﹤0.01% 2725
2025
Q1 		$332 Hold
200
– – ﹤0.01% 2740
2024
Q4 		$294 Hold
200
– – ﹤0.01% 2701
2024
Q3 		$298 Hold
200
– – ﹤0.01% 2613
2024
Q2 		$250 Hold
200
– – ﹤0.01% 2392
2024
Q1 		$240 Hold
200
– – ﹤0.01% 1669
2023
Q4 		$302 Buy
+200
New +$289 ﹤0.01% 1258

Other funds holding OPK

RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WCM
Whitefort Capital Management New York $406M AUM 84.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Rothschild Investment LLC's OPK Position: Q2 2026 in Review

Rothschild Investment LLC increased its Opko Health (OPK) stake by 34% in Q2 2026, buying an estimated $236 and bringing the position to 737 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #3007.

Rothschild Investment LLC first reported a position in OPK in Q4 2023 and has held it in 11 quarters since. 222 funds tracked by Wall St. Rank hold OPK as of Q2 2026.

  • Rothschild Investment LLC held 737 shares of Opko Health worth $1.11K as of Q2 2026.
  • Rothschild Investment LLC bought 185 Opko Health shares in Q2 2026, an estimated $236.
  • Opko Health made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3007 holding.
  • Rothschild Investment LLC first reported a position in Opko Health in Q4 2023 and has held it in 11 quarters since.
  • 222 funds tracked by Wall St. Rank held Opko Health as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.