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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
Q2 		$1M Buy
47,774
+24,281
+103% +$565K 0.01% 994
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 $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
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Summit Trail Advisors's OPCH Position: Q2 2026 in Review

Summit Trail Advisors increased its Option Care Health (OPCH) stake by 103% in Q2 2026, buying an estimated $565K and bringing the position to 47,774 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #994.

Summit Trail Advisors first reported a position in OPCH in Q3 2025 and has held it in 4 quarters since. 373 funds tracked by Wall St. Rank hold OPCH as of Q2 2026.

  • Summit Trail Advisors held 47,774 shares of Option Care Health worth $1M as of Q2 2026.
  • Summit Trail Advisors bought 24,281 Option Care Health shares in Q2 2026, an estimated $565K.
  • Option Care Health made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #994 holding.
  • Summit Trail Advisors first reported a position in Option Care Health in Q3 2025 and has held it in 4 quarters since.
  • 373 funds tracked by Wall St. Rank held Option Care Health as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.