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Unique Wealth Strategies’s Option Care Health OPCH Stock Holding History

Unique Wealth Strategies’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
-16,075
Closed -$562K – 232
2025
Q1 		$562K Buy
+16,075
New +$505K 0.26% 102

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

Unique Wealth Strategies's OPCH Position: Q2 2025 in Review

Unique Wealth Strategies sold out of Option Care Health (OPCH) in Q2 2025, closing a stake of 16,075 shares — an estimated $562K sold.

Unique Wealth Strategies first reported a position in OPCH in Q1 2025 and held it in 1 quarter. The position peaked at $562K in Q1 2025. 382 funds tracked by Wall St. Rank hold OPCH as of Q2 2025.

  • Unique Wealth Strategies reported no remaining Option Care Health position as of Q2 2025 after selling out during the quarter.
  • Unique Wealth Strategies sold 16,075 Option Care Health shares in Q2 2025, an estimated $562K.
  • Unique Wealth Strategies first reported a position in Option Care Health in Q1 2025 and held it in 1 quarter.
  • Unique Wealth Strategies's Option Care Health position peaked at $562K in Q1 2025.
  • 382 funds tracked by Wall St. Rank held Option Care Health as of Q2 2025.

Based on Unique Wealth Strategies's 13F filing for Q2 2025, filed 14 Jul 2026.