Sigma Planning Corp
OPK icon

Sigma Planning Corp’s Opko Health OPK Stock Holding History

Sigma Planning Corp’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
Q3 		$27.1K Buy
16,807
+1,000
+6% +$1.45K ﹤0.01% 1319
2026
Q2 		$23.7K Hold
15,807
– – ﹤0.01% 1402
2026
Q1 		$18K Hold
15,807
– – ﹤0.01% 1304
2025
Q4 		$19.9K Hold
15,807
– – ﹤0.01% 1288
2025
Q3 		$24.5K Sell
15,807
-2,165
-12% -$2.97K ﹤0.01% 1286
2025
Q2 		$23.7K Hold
17,972
– – ﹤0.01% 1239
2025
Q1 		$29.8K Hold
17,972
– – ﹤0.01% 1194
2024
Q4 		$26.4K Hold
17,972
– – ﹤0.01% 1154
2024
Q3 		$26.8K Hold
17,972
– – ﹤0.01% 1196
2024
Q2 		$22.5K Sell
17,972
-217
-1% -$281 ﹤0.01% 1170
2024
Q1 		$21.8K Buy
+18,189
New +$18.2K ﹤0.01% 1210
2023
Q4 		– Sell
-15,102
Closed -$24.2K – 1076
2023
Q3 		$24.2K Sell
15,102
-200
-1% -$364 ﹤0.01% 1173
2023
Q2 		$33.2K Buy
15,302
+200
+1% +$313 ﹤0.01% 1179
2023
Q1 		$22K Sell
15,102
-300
-2% -$386 ﹤0.01% 1279
2022
Q4 		$19.3K Hold
15,402
– – ﹤0.01% 1240
2022
Q3 		$29K Hold
15,402
– – ﹤0.01% 1238
2022
Q2 		$39K Hold
15,402
– – ﹤0.01% 1258
2022
Q1 		$53K Hold
15,402
– – ﹤0.01% 1336
2021
Q4 		$74K Hold
15,402
– – ﹤0.01% 1341
2021
Q3 		$56K Hold
15,402
– – ﹤0.01% 1342
2021
Q2 		$62K Hold
15,402
– – ﹤0.01% 1387
2021
Q1 		$66K Hold
15,402
– – ﹤0.01% 1301
2020
Q4 		$61K Buy
15,402
+1,995
+15% +$8.33K ﹤0.01% 1171
2020
Q3 		$49K Sell
13,407
-222
-2% -$937 ﹤0.01% 1040
2020
Q2 		$46K Buy
+13,629
New +$30.5K ﹤0.01% 1028
2017
Q2 		– Sell
-10,371
Closed -$83K – 821
2017
Q1 		$83K Buy
+10,371
New +$87.3K 0.01% 751

Other funds holding OPK

Washington Growth Strategies
Washington Growth Strategies Washington, District of Columbia $183M AUM 21.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Highline Wealth Partners
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Anchyra Partners
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
Colony Family Offices
Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return

Sigma Planning Corp's OPK Position: Q3 2026 in Review

Sigma Planning Corp increased its Opko Health (OPK) stake by 6.3% in Q3 2026, buying an estimated $1.45K and bringing the position to 16,807 shares worth $27.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

Sigma Planning Corp first reported a position in OPK in Q1 2017 and has held it in 26 quarters since. The position peaked at $83K in Q1 2017. 29 funds tracked by Wall St. Rank hold OPK as of Q3 2026.

  • Sigma Planning Corp held 16,807 shares of Opko Health worth $27.1K as of Q3 2026.
  • Sigma Planning Corp bought 1,000 Opko Health shares in Q3 2026, an estimated $1.45K.
  • Opko Health made up ﹤0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1319 holding.
  • Sigma Planning Corp first reported a position in Opko Health in Q1 2017 and has held it in 26 quarters since.
  • Sigma Planning Corp's Opko Health position peaked at $83K in Q1 2017.
  • 29 funds tracked by Wall St. Rank held Opko Health as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.