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SVB Wealth’s Option Care Health OPCH Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-294
Closed -$10.3K – 1256
2025
Q1 		$10.3K Buy
+294
New +$9.23K ﹤0.01% 879

Other funds holding OPCH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

SVB Wealth's OPCH Position: Q2 2025 in Review

SVB Wealth sold out of Option Care Health (OPCH) in Q2 2025, closing a stake of 294 shares — an estimated $10.3K sold.

SVB Wealth first reported a position in OPCH in Q1 2025 and held it in 1 quarter. The position peaked at $10.3K in Q1 2025. 382 funds tracked by Wall St. Rank hold OPCH as of Q2 2025.

  • SVB Wealth reported no remaining Option Care Health position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 294 Option Care Health shares in Q2 2025, an estimated $10.3K.
  • SVB Wealth first reported a position in Option Care Health in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's Option Care Health position peaked at $10.3K in Q1 2025.
  • 382 funds tracked by Wall St. Rank held Option Care Health as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.