Summit Securities Group’s Option Care Health OPCH Stock Holding History

Summit Securities Group’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 Q3	$16K	Buy	+710	New	+$16.4K	﹤0.01%	727
2023 Q4	–	Sell	-15,000	Closed	-$485K	–	836
2023 Q3	$485K	Sell	15,000 -92,000	-86%	-$3.1M	0.05%	125
2023 Q2	$3.48M	Buy	+107,000	New	+$3.23M	0.45%	37
2013 Q3	–	Sell	-150	Closed	-$10K	–	519
2013 Q2	$10K	Buy	+150	New	+$8.42K	﹤0.01%	322

Other funds holding OPCH

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

St. Denis J. Villere & Co New Orleans, Louisiana $775M AUM 13.27% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Summit Securities Group's OPCH Position: Q3 2026 in Review

Summit Securities Group opened a new position in Option Care Health (OPCH) in Q3 2026: 710 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #727 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in OPCH as recently as Q3 2023.

Summit Securities Group first reported a position in OPCH in Q2 2013 and has held it in 4 quarters since. The position peaked at $3.48M in Q2 2023. 162 funds tracked by Wall St. Rank hold OPCH as of Q3 2026.

Summit Securities Group held 710 shares of Option Care Health worth $16K as of Q3 2026.
Option Care Health was a new Summit Securities Group position in Q3 2026.
Option Care Health made up ﹤0.01% of Summit Securities Group's portfolio in Q3 2026, its #727 holding.
Summit Securities Group first reported a position in Option Care Health in Q2 2013 and has held it in 4 quarters since.
Summit Securities Group's Option Care Health position peaked at $3.48M in Q2 2023.
162 funds tracked by Wall St. Rank held Option Care Health as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.