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Wealthspire Advisors (New York)’s Opko Health OPK Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-3,700
Closed -$5.74K – 2300
2025
Q3 		$5.74K Buy
+3,700
New +$5.08K ﹤0.01% 2273

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Geode Capital Management
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State Street
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Goldman Sachs
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WCM
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Charles Schwab
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (New York)'s OPK Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Opko Health (OPK) in Q4 2025, closing a stake of 3,700 shares — an estimated $5.74K sold.

Wealthspire Advisors (New York) first reported a position in OPK in Q3 2025 and held it in 1 quarter. The position peaked at $5.74K in Q3 2025. 220 funds tracked by Wall St. Rank hold OPK as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Opko Health position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 3,700 Opko Health shares in Q4 2025, an estimated $5.74K.
  • Wealthspire Advisors (New York) first reported a position in Opko Health in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Opko Health position peaked at $5.74K in Q3 2025.
  • 220 funds tracked by Wall St. Rank held Opko Health as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.