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Summit Trail Advisors’s Option Care Health OPCH Stock Holding History

Summit Trail Advisors’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 		$632K Buy
23,493
+2,880
+14% +$93.5K 0.01% 1094
2025
Q4 		$657K Buy
20,613
+329
+2% +$9.66K 0.01% 1003
2025
Q3 		$563K Buy
+20,284
New +$587K 0.01% 1043

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

Summit Trail Advisors's OPCH Position: Q1 2026 in Review

Summit Trail Advisors increased its Option Care Health (OPCH) stake by 14% in Q1 2026, buying an estimated $93.5K and bringing the position to 23,493 shares worth $632K. The position accounts for 0.01% of the portfolio, ranked #1094.

Summit Trail Advisors first reported a position in OPCH in Q3 2025 and has held it in 3 quarters since. The position peaked at $657K in Q4 2025. 369 funds tracked by Wall St. Rank hold OPCH as of Q1 2026.

  • Summit Trail Advisors held 23,493 shares of Option Care Health worth $632K as of Q1 2026.
  • Summit Trail Advisors bought 2,880 Option Care Health shares in Q1 2026, an estimated $93.5K.
  • Option Care Health made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1094 holding.
  • Summit Trail Advisors first reported a position in Option Care Health in Q3 2025 and has held it in 3 quarters since.
  • Summit Trail Advisors's Option Care Health position peaked at $657K in Q4 2025.
  • 369 funds tracked by Wall St. Rank held Option Care Health as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.