SAG
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SageView Advisory Group’s Option Care Health OPCH Stock Holding History

SageView Advisory 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
Q1 		– Sell
-238
Closed -$7.58K – 1847
2025
Q4 		$7.58K Buy
+238
New +$6.99K ﹤0.01% 1822
2024
Q2 		– Sell
-2,521
Closed -$202K – 684
2024
Q1 		$202K Buy
+2,521
New +$81.6K 0.01% 510

Other funds holding OPCH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

SageView Advisory Group's OPCH Position: Q1 2026 in Review

SageView Advisory Group sold out of Option Care Health (OPCH) in Q1 2026, closing a stake of 238 shares — an estimated $7.58K sold.

SageView Advisory Group first reported a position in OPCH in Q1 2024 and held it in 2 quarters. The position peaked at $202K in Q1 2024. 372 funds tracked by Wall St. Rank hold OPCH as of Q1 2026.

  • SageView Advisory Group reported no remaining Option Care Health position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 238 Option Care Health shares in Q1 2026, an estimated $7.58K.
  • SageView Advisory Group first reported a position in Option Care Health in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's Option Care Health position peaked at $202K in Q1 2024.
  • 372 funds tracked by Wall St. Rank held Option Care Health as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.