Westmount Partners’s Opko Health OPK Stock Holding History

Westmount Partners’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	$27.8K	Hold	18,550	–	–	0.01%	273
2026 Q1	$21.1K	Hold	18,550	–	–	0.01%	262
2025 Q4	$23.4K	Buy	18,550 +2,000	+12%	+$2.78K	0.01%	245
2025 Q3	$25.7K	Hold	16,550	–	–	0.01%	243
2025 Q2	$21.8K	Hold	16,550	–	–	0.01%	245
2025 Q1	$27.5K	Hold	16,550	–	–	0.01%	238
2024 Q4	$24.3K	Hold	16,550	–	–	0.01%	217
2024 Q3	$24.7K	Hold	16,550	–	–	0.01%	226
2024 Q2	$20.4K	Hold	16,550	–	–	0.01%	216
2024 Q1	$19.9K	Hold	16,550	–	–	0.01%	210
2023 Q4	$25K	Sell	16,550 -50	-0.3%	-$72	0.01%	198
2023 Q3	$26.6K	Hold	16,600	–	–	0.01%	189
2023 Q2	$36K	Hold	16,600	–	–	0.02%	183
2023 Q1	$24.2K	Hold	16,600	–	–	0.01%	181
2022 Q4	$20.8K	Buy	+16,600	New	+$26.2K	0.01%	171

Other funds holding OPK

Washington Growth Strategies Washington, District of Columbia $180M AUM 31.73% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return