Summit Securities Group
OPCH icon

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
2023
Q3 		– Sell
-27,200
Closed -$884K – 901
2023
Q2 		$884K Buy
+27,200
New +$820K 0.12% 107

Other funds holding OPCH

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 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. 250 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.
  • 250 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.