Wealth Enhancement Advisory Services
OPK icon

Wealth Enhancement Advisory Services’s Opko Health OPK Stock Holding History

Wealth Enhancement Advisory Services’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 		$113K Buy
83,994
+21,629
+35% +$27.6K ﹤0.01% 3772
2026
Q1 		$71.1K Buy
62,365
+4,836
+8% +$5.95K ﹤0.01% 3384
2025
Q4 		$75.9K Sell
57,529
-18,220
-24% -$25.4K ﹤0.01% 3485
2025
Q3 		$117K Buy
75,749
+38,755
+105% +$53.2K ﹤0.01% 3301
2025
Q2 		$50.3K Sell
36,994
-37,712
-50% -$51.6K ﹤0.01% 3226
2025
Q1 		$124K Buy
74,706
+45,798
+158% +$75.4K ﹤0.01% 2724
2024
Q4 		$42.5K Buy
28,908
+12,417
+75% +$19K ﹤0.01% 2879
2024
Q3 		$24.6K Sell
16,491
-180
-1% -$267 ﹤0.01% 2657
2024
Q2 		$20.8K Buy
+16,671
New +$21.6K ﹤0.01% 2487
2023
Q4 		– Sell
-10,969
Closed -$17.6K – 2409
2023
Q3 		$17.6K Buy
+10,969
New +$20K ﹤0.01% 2200

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

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

Wealth Enhancement Advisory Services increased its Opko Health (OPK) stake by 35% in Q2 2026, buying an estimated $27.6K and bringing the position to 83,994 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #3772.

Wealth Enhancement Advisory Services first reported a position in OPK in Q3 2023 and has held it in 10 quarters since. The position peaked at $124K in Q1 2025. 222 funds tracked by Wall St. Rank hold OPK as of Q2 2026.

  • Wealth Enhancement Advisory Services held 83,994 shares of Opko Health worth $113K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 21,629 Opko Health shares in Q2 2026, an estimated $27.6K.
  • Opko Health made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3772 holding.
  • Wealth Enhancement Advisory Services first reported a position in Opko Health in Q3 2023 and has held it in 10 quarters since.
  • Wealth Enhancement Advisory Services's Opko Health position peaked at $124K in Q1 2025.
  • 222 funds tracked by Wall St. Rank held Opko Health as of Q2 2026.

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