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Synergy Investment Management’s Option Care Health OPCH Stock Holding History

Synergy Investment Management’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 		– Sell
-250
Closed -$6.73K – 1163
2026
Q1 		$6.73K Buy
+250
New +$8.12K ﹤0.01% 543

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

Synergy Investment Management's OPCH Position: Q2 2026 in Review

Synergy Investment Management sold out of Option Care Health (OPCH) in Q2 2026, closing a stake of 250 shares — an estimated $6.73K sold.

Synergy Investment Management first reported a position in OPCH in Q1 2026 and held it in 1 quarter. The position peaked at $6.73K in Q1 2026. 371 funds tracked by Wall St. Rank hold OPCH as of Q2 2026.

  • Synergy Investment Management reported no remaining Option Care Health position as of Q2 2026 after selling out during the quarter.
  • Synergy Investment Management sold 250 Option Care Health shares in Q2 2026, an estimated $6.73K.
  • Synergy Investment Management first reported a position in Option Care Health in Q1 2026 and held it in 1 quarter.
  • Synergy Investment Management's Option Care Health position peaked at $6.73K in Q1 2026.
  • 371 funds tracked by Wall St. Rank held Option Care Health as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.