True Wealth Design
OPK icon

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
Q3 		– Sell
-765
Closed -$1.15K – 2727
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 		$1.3K Buy
780
+772
+9,650% +$1.27K ﹤0.01% 1173
2024
Q4 		$12 Buy
+8
New +$12 ﹤0.01% 1343

Other funds holding OPK

Washington Growth Strategies
Washington Growth Strategies Washington, District of Columbia $183M AUM 21.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Highline Wealth Partners
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Anchyra Partners
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

True Wealth Design's OPK Position: Q3 2026 in Review

True Wealth Design sold out of Opko Health (OPK) in Q3 2026, closing a stake of 765 shares — an estimated $1.15K sold.

True Wealth Design first reported a position in OPK in Q4 2024 and held it in 7 quarters. The position peaked at $1.34K in Q3 2025. 19 funds tracked by Wall St. Rank hold OPK as of Q3 2026.

  • True Wealth Design reported no remaining Opko Health position as of Q3 2026 after selling out during the quarter.
  • True Wealth Design sold 765 Opko Health shares in Q3 2026, an estimated $1.15K.
  • True Wealth Design first reported a position in Opko Health in Q4 2024 and held it in 7 quarters.
  • True Wealth Design's Opko Health position peaked at $1.34K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held Opko Health as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.