Steward Partners Investment Advisory’s Option Care Health OPCH Stock Holding History

Steward Partners Investment Advisory’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
2026 Q1	$106K	Buy	3,925 +2,170	+124%	+$70.4K	﹤0.01%	2347
2025 Q4	$55.9K	Hold	1,755	–	–	﹤0.01%	2612
2025 Q3	$48.7K	Hold	1,755	–	–	﹤0.01%	2623
2025 Q2	$57K	Buy	1,755 +50	+3%	+$1.61K	﹤0.01%	2406
2025 Q1	$59.6K	Hold	1,705	–	–	﹤0.01%	2291
2024 Q4	$39.6K	Hold	1,705	–	–	﹤0.01%	2456
2024 Q3	$53.4K	Buy	1,705 +1,315	+337%	+$40.4K	﹤0.01%	2203
2024 Q2	$10.8K	Hold	390	–	–	﹤0.01%	2792
2024 Q1	$13.1K	Hold	390	–	–	﹤0.01%	2709
2023 Q4	$13.1K	Hold	390	–	–	﹤0.01%	2590
2023 Q3	$12.6K	Hold	390	–	–	﹤0.01%	2500
2023 Q2	$12.7K	Buy	+390	New	+$11.8K	﹤0.01%	2489
2019 Q3	–	Sell	-343	Closed	-$3K	–	2723
2019 Q2	$3K	Buy	+343	New	+$2.81K	﹤0.01%	2362
2018 Q4	–	Sell	-343	Closed	-$4K	–	1711
2018 Q3	$4K	Buy	+343	New	+$4.02K	﹤0.01%	2208

Other funds holding OPCH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Steward Partners Investment Advisory's OPCH Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Option Care Health (OPCH) stake by 124% in Q1 2026, buying an estimated $70.4K and bringing the position to 3,925 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #2347.

Steward Partners Investment Advisory first reported a position in OPCH in Q3 2018 and has held it in 14 quarters since. 369 funds tracked by Wall St. Rank hold OPCH as of Q1 2026.

Steward Partners Investment Advisory held 3,925 shares of Option Care Health worth $106K as of Q1 2026.
Steward Partners Investment Advisory bought 2,170 Option Care Health shares in Q1 2026, an estimated $70.4K.
Option Care Health made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2347 holding.
Steward Partners Investment Advisory first reported a position in Option Care Health in Q3 2018 and has held it in 14 quarters since.
369 funds tracked by Wall St. Rank held Option Care Health as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.