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Sax Wealth Advisors’s Opko Health OPK Stock Holding History

Sax Wealth Advisors’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 		$22.9K Sell
20,050
-138
-0.7% -$176 ﹤0.01% 537
2026
Q1 		$25.4K Sell
20,188
-110
-0.5% -$135 ﹤0.01% 482
2025
Q4 		$25.6K Sell
20,298
-82
-0.4% -$114 ﹤0.01% 489
2025
Q3 		$31.6K Buy
20,380
+220
+1% +$302 ﹤0.01% 437
2025
Q2 		$26.6K Buy
20,160
+50
+0.2% +$68 ﹤0.01% 422
2025
Q1 		$33.4K Hold
20,110
– – ﹤0.01% 360
2024
Q4 		$29.6K Hold
20,110
– – ﹤0.01% 328
2024
Q3 		$30K Hold
20,110
– – ﹤0.01% 287
2024
Q2 		$25.1K Hold
20,110
– – ﹤0.01% 274
2024
Q1 		$24.1K Hold
20,110
– – ﹤0.01% 190
2023
Q4 		$30.4K Buy
20,110
+110
+0.6% +$159 0.01% 189
2023
Q3 		$32K Hold
20,000
– – 0.01% 178
2023
Q2 		$43.4K Hold
20,000
– – 0.01% 176
2023
Q1 		$29.2K Hold
20,000
– – 0.01% 176
2022
Q4 		$25K Buy
+20,000
New +$31.5K 0.01% 169
2022
Q1 		– Sell
-84,110
Closed -$405K – 184
2021
Q4 		$405K Sell
84,110
-25,491
-23% -$103K 0.08% 126
2021
Q3 		$400K Buy
+109,601
New +$408K 0.09% 112

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

Sax Wealth Advisors's OPK Position: Q2 2026 in Review

Sax Wealth Advisors reduced its Opko Health (OPK) stake by 0.68% in Q2 2026, selling an estimated $176 and leaving 20,050 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Sax Wealth Advisors first reported a position in OPK in Q3 2021 and has held it in 17 quarters since. The position peaked at $405K in Q4 2021. 222 funds tracked by Wall St. Rank hold OPK as of Q2 2026.

  • Sax Wealth Advisors held 20,050 shares of Opko Health worth $22.9K as of Q2 2026.
  • Sax Wealth Advisors sold 138 Opko Health shares in Q2 2026, an estimated $176.
  • Opko Health made up ﹤0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #537 holding.
  • Sax Wealth Advisors first reported a position in Opko Health in Q3 2021 and has held it in 17 quarters since.
  • Sax Wealth Advisors's Opko Health position peaked at $405K in Q4 2021.
  • 222 funds tracked by Wall St. Rank held Opko Health as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.