Stifel Financial
OPCH icon

Stifel Financial’s Option Care Health OPCH Stock Holding History

Stifel Financial’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 		$606K Sell
22,493
-615
-3% -$20K ﹤0.01% 2751
2025
Q4 		$736K Sell
23,108
-824
-3% -$24.2K ﹤0.01% 2630
2025
Q3 		$664K Sell
23,932
-11,816
-33% -$342K ﹤0.01% 2643
2025
Q2 		$1.16M Sell
35,748
-2,139
-6% -$69.1K ﹤0.01% 2231
2025
Q1 		$1.32M Buy
37,887
+2,777
+8% +$87.2K ﹤0.01% 2047
2024
Q4 		$815K Sell
35,110
-3,205
-8% -$81K ﹤0.01% 2383
2024
Q3 		$1.2M Sell
38,315
-1,734
-4% -$53.2K ﹤0.01% 2105
2024
Q2 		$1.11M Sell
40,049
-7,156
-15% -$213K ﹤0.01% 2100
2024
Q1 		$1.58M Buy
47,205
+9,496
+25% +$307K ﹤0.01% 1894
2023
Q4 		$1.27M Buy
37,709
+2,194
+6% +$67.4K ﹤0.01% 1990
2023
Q3 		$1.15M Buy
35,515
+19,192
+118% +$647K ﹤0.01% 1961
2023
Q2 		$530K Buy
+16,323
New +$492K ﹤0.01% 2483
2022
Q3 		– Sell
-86,646
Closed -$2.41M – 3356
2022
Q2 		$2.41M Buy
+86,646
New +$2.47M ﹤0.01% 1381

Other funds holding OPCH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Stifel Financial's OPCH Position: Q1 2026 in Review

Stifel Financial reduced its Option Care Health (OPCH) stake by 2.7% in Q1 2026, selling an estimated $20K and leaving 22,493 shares worth $606K. The position accounts for ﹤0.01% of the portfolio, ranked #2751.

Stifel Financial first reported a position in OPCH in Q2 2022 and has held it in 13 quarters since. The position peaked at $2.41M in Q2 2022. 369 funds tracked by Wall St. Rank hold OPCH as of Q1 2026.

  • Stifel Financial held 22,493 shares of Option Care Health worth $606K as of Q1 2026.
  • Stifel Financial sold 615 Option Care Health shares in Q1 2026, an estimated $20K.
  • Option Care Health made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2751 holding.
  • Stifel Financial first reported a position in Option Care Health in Q2 2022 and has held it in 13 quarters since.
  • Stifel Financial's Option Care Health position peaked at $2.41M in Q2 2022.
  • 369 funds tracked by Wall St. Rank held Option Care Health as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.