Shelton Capital Management’s Option Care Health OPCH Stock Holding History

Shelton Capital Management’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
2025 Q2	–	Sell	-6,296	Closed	-$220K	–	736
2025 Q1	$220K	Buy	+6,296	New	+$198K	0.01%	623
2024 Q4	–	Sell	-6,915	Closed	-$216K	–	770
2024 Q3	$216K	Buy	+6,915	New	+$212K	0.01%	680
2024 Q2	–	Sell	-7,340	Closed	-$246K	–	754
2024 Q1	$246K	Hold	7,340	–	–	0.01%	623
2023 Q4	$247K	Hold	7,340	–	–	0.01%	585
2023 Q3	$237K	Hold	7,340	–	–	0.01%	575
2023 Q2	$238K	Hold	7,340	–	–	0.01%	612
2023 Q1	$233K	Hold	7,340	–	–	0.01%	603
2022 Q4	$221K	Hold	7,340	–	–	0.02%	596
2022 Q3	$231K	Hold	7,340	–	–	0.01%	567
2022 Q2	$204K	Hold	7,340	–	–	0.01%	665
2022 Q1	$210K	Hold	7,340	–	–	0.01%	755
2021 Q4	$209K	Buy	+7,340	New	+$193K	0.01%	779

Other funds holding OPCH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Shelton Capital Management's OPCH Position: Q2 2025 in Review

Shelton Capital Management sold out of Option Care Health (OPCH) in Q2 2025, closing a stake of 6,296 shares — an estimated $220K sold.

Shelton Capital Management first reported a position in OPCH in Q4 2021 and held it in 12 quarters. The position peaked at $247K in Q4 2023. 382 funds tracked by Wall St. Rank hold OPCH as of Q2 2025.

Shelton Capital Management reported no remaining Option Care Health position as of Q2 2025 after selling out during the quarter.
Shelton Capital Management sold 6,296 Option Care Health shares in Q2 2025, an estimated $220K.
Shelton Capital Management first reported a position in Option Care Health in Q4 2021 and held it in 12 quarters.
Shelton Capital Management's Option Care Health position peaked at $247K in Q4 2023.
382 funds tracked by Wall St. Rank held Option Care Health as of Q2 2025.

Based on Shelton Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.