SWA
OPK icon

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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $454M AUM 31.05% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return