Simplicity Wealth’s Opko Health OPK Stock Holding History

Simplicity Wealth’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
2025 Q4	–	Sell	-10,000	Closed	-$15.5K	–	758
2025 Q3	$15.5K	Hold	10,000	–	–	﹤0.01%	708
2025 Q2	$13.2K	Buy	+10,000	New	+$13.7K	﹤0.01%	584

Other funds holding OPK

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WCM

Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Simplicity Wealth's OPK Position: Q4 2025 in Review

Simplicity Wealth sold out of Opko Health (OPK) in Q4 2025, closing a stake of 10,000 shares — an estimated $15.5K sold.

Simplicity Wealth first reported a position in OPK in Q2 2025 and held it in 2 quarters. The position peaked at $15.5K in Q3 2025. 220 funds tracked by Wall St. Rank hold OPK as of Q4 2025.

Simplicity Wealth reported no remaining Opko Health position as of Q4 2025 after selling out during the quarter.
Simplicity Wealth sold 10,000 Opko Health shares in Q4 2025, an estimated $15.5K.
Simplicity Wealth first reported a position in Opko Health in Q2 2025 and held it in 2 quarters.
Simplicity Wealth's Opko Health position peaked at $15.5K in Q3 2025.
220 funds tracked by Wall St. Rank held Opko Health as of Q4 2025.

Based on Simplicity Wealth's 13F filing for Q4 2025, filed 30 Jan 2026.