Steward Partners Investment Advisory
OPCH icon

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
Q2 		$35.8K Sell
1,705
-2,220
-57% -$51.6K ﹤0.01% 3134
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Durable Capital Partners
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Steward Partners Investment Advisory's OPCH Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Option Care Health (OPCH) stake by 57% in Q2 2026, selling an estimated $51.6K and leaving 1,705 shares worth $35.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3134.

Steward Partners Investment Advisory first reported a position in OPCH in Q3 2018 and has held it in 15 quarters since. The position peaked at $106K in Q1 2026. 372 funds tracked by Wall St. Rank hold OPCH as of Q2 2026.

  • Steward Partners Investment Advisory held 1,705 shares of Option Care Health worth $35.8K as of Q2 2026.
  • Steward Partners Investment Advisory sold 2,220 Option Care Health shares in Q2 2026, an estimated $51.6K.
  • Option Care Health made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3134 holding.
  • Steward Partners Investment Advisory first reported a position in Option Care Health in Q3 2018 and has held it in 15 quarters since.
  • Steward Partners Investment Advisory's Option Care Health position peaked at $106K in Q1 2026.
  • 372 funds tracked by Wall St. Rank held Option Care Health as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.