Wealth Enhancement Advisory Services
OPCH icon

Wealth Enhancement Advisory Services’s Option Care Health OPCH Stock Holding History

Wealth Enhancement Advisory Services’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 		$270K Buy
12,529
+3,581
+40% +$83.3K ﹤0.01% 3299
2026
Q1 		$246K Sell
8,948
-1,528
-15% -$49.6K ﹤0.01% 2967
2025
Q4 		$344K Buy
10,476
+2,134
+26% +$62.6K ﹤0.01% 2800
2025
Q3 		$226K Sell
8,342
-242
-3% -$7.01K ﹤0.01% 3018
2025
Q2 		$267K Buy
8,584
+310
+4% +$10K ﹤0.01% 2734
2025
Q1 		$289K Buy
+8,274
New +$260K ﹤0.01% 2472
2024
Q4 		– Sell
-6,583
Closed -$206K – 3071
2024
Q3 		$206K Buy
+6,583
New +$202K ﹤0.01% 2436

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

Wealth Enhancement Advisory Services's OPCH Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Option Care Health (OPCH) stake by 40% in Q2 2026, buying an estimated $83.3K and bringing the position to 12,529 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #3299.

Wealth Enhancement Advisory Services first reported a position in OPCH in Q3 2024 and has held it in 7 quarters since. The position peaked at $344K in Q4 2025. 372 funds tracked by Wall St. Rank hold OPCH as of Q2 2026.

  • Wealth Enhancement Advisory Services held 12,529 shares of Option Care Health worth $270K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 3,581 Option Care Health shares in Q2 2026, an estimated $83.3K.
  • Option Care Health made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3299 holding.
  • Wealth Enhancement Advisory Services first reported a position in Option Care Health in Q3 2024 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's Option Care Health position peaked at $344K in Q4 2025.
  • 372 funds tracked by Wall St. Rank held Option Care Health as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.