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Waverly Advisors’s Opko Health OPK Stock Holding History

Waverly Advisors’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 		$51.5K Buy
34,330
+1,774
+5% +$2.26K ﹤0.01% 1705
2026
Q1 		$37.1K Sell
32,556
-2,171
-6% -$2.67K ﹤0.01% 1571
2025
Q4 		$43.8K Buy
+34,727
New +$48.3K ﹤0.01% 1449

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

Waverly Advisors's OPK Position: Q2 2026 in Review

Waverly Advisors increased its Opko Health (OPK) stake by 5.4% in Q2 2026, buying an estimated $2.26K and bringing the position to 34,330 shares worth $51.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1705.

Waverly Advisors first reported a position in OPK in Q4 2025 and has held it in 3 quarters since. 223 funds tracked by Wall St. Rank hold OPK as of Q2 2026.

  • Waverly Advisors held 34,330 shares of Opko Health worth $51.5K as of Q2 2026.
  • Waverly Advisors bought 1,774 Opko Health shares in Q2 2026, an estimated $2.26K.
  • Opko Health made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1705 holding.
  • Waverly Advisors first reported a position in Opko Health in Q4 2025 and has held it in 3 quarters since.
  • 223 funds tracked by Wall St. Rank held Opko Health as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.