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Wealthspire Advisors (New York)’s Option Care Health OPCH Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		$298K Sell
11,076
-96
-0.9% -$3.12K ﹤0.01% 727
2025
Q4 		$356K Buy
11,172
+648
+6% +$19K ﹤0.01% 730
2025
Q3 		$292K Sell
10,524
-40
-0.4% -$1.16K ﹤0.01% 678
2025
Q2 		$343K Buy
10,564
+4,684
+80% +$151K ﹤0.01% 631
2025
Q1 		$206K Buy
+5,880
New +$185K ﹤0.01% 738

Other funds holding OPCH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Wealthspire Advisors (New York)'s OPCH Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Option Care Health (OPCH) stake by 0.86% in Q1 2026, selling an estimated $3.12K and leaving 11,076 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Wealthspire Advisors (New York) first reported a position in OPCH in Q1 2025 and has held it in 5 quarters since. The position peaked at $356K in Q4 2025. 369 funds tracked by Wall St. Rank hold OPCH as of Q1 2026.

  • Wealthspire Advisors (New York) held 11,076 shares of Option Care Health worth $298K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 96 Option Care Health shares in Q1 2026, an estimated $3.12K.
  • Option Care Health made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #727 holding.
  • Wealthspire Advisors (New York) first reported a position in Option Care Health in Q1 2025 and has held it in 5 quarters since.
  • Wealthspire Advisors (New York)'s Option Care Health position peaked at $356K in Q4 2025.
  • 369 funds tracked by Wall St. Rank held Option Care Health as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.