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True Wealth Design’s Opko Health OPK Stock Holding History

True Wealth Design’s Portfolio OPK Stock Details OPK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.15K Buy
765
+206
+37% +$263 ﹤0.01% 1931
2026
Q1 		$638 Sell
559
-313
-36% -$385 ﹤0.01% 1960
2025
Q4 		$1.1K Buy
872
+6
+0.7% +$8 ﹤0.01% 1673
2025
Q3 		$1.34K Buy
866
+853
+6,562% +$1.17K ﹤0.01% 1644
2025
Q2 		$18 Sell
13
-767
-98% -$1.05K ﹤0.01% 2520
2025
Q1 		$1.29K Buy
780
+772
+9,650% +$1.27K ﹤0.01% 1173
2024
Q4 		$12 Buy
+8
New +$12 ﹤0.01% 1343

Other funds holding OPK

RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WCM
Whitefort Capital Management New York $406M AUM 84.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

True Wealth Design's OPK Position: Q2 2026 in Review

True Wealth Design increased its Opko Health (OPK) stake by 37% in Q2 2026, buying an estimated $263 and bringing the position to 765 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1931.

True Wealth Design first reported a position in OPK in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.34K in Q3 2025. 223 funds tracked by Wall St. Rank hold OPK as of Q2 2026.

  • True Wealth Design held 765 shares of Opko Health worth $1.15K as of Q2 2026.
  • True Wealth Design bought 206 Opko Health shares in Q2 2026, an estimated $263.
  • Opko Health made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1931 holding.
  • True Wealth Design first reported a position in Opko Health in Q4 2024 and has held it in 7 quarters since.
  • True Wealth Design's Opko Health position peaked at $1.34K in Q3 2025.
  • 223 funds tracked by Wall St. Rank held Opko Health as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.