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Whalen Wealth Management’s Option Care Health OPCH Stock Holding History

Whalen Wealth Management’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
2025
Q4 		– Sell
-9,962
Closed -$277K – 221
2025
Q3 		$277K Sell
9,962
-3,869
-28% -$112K 0.16% 145
2025
Q2 		$449K Buy
13,831
+1,618
+13% +$52.3K 0.28% 105
2025
Q1 		$427K Buy
12,213
+1,326
+12% +$41.6K 0.28% 75
2024
Q4 		$253K Buy
+10,887
New +$275K 0.18% 114

Other funds holding OPCH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Whalen Wealth Management's OPCH Position: Q4 2025 in Review

Whalen Wealth Management sold out of Option Care Health (OPCH) in Q4 2025, closing a stake of 9,962 shares — an estimated $277K sold.

Whalen Wealth Management first reported a position in OPCH in Q4 2024 and held it in 4 quarters. The position peaked at $449K in Q2 2025. 364 funds tracked by Wall St. Rank hold OPCH as of Q4 2025.

  • Whalen Wealth Management reported no remaining Option Care Health position as of Q4 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 9,962 Option Care Health shares in Q4 2025, an estimated $277K.
  • Whalen Wealth Management first reported a position in Option Care Health in Q4 2024 and held it in 4 quarters.
  • Whalen Wealth Management's Option Care Health position peaked at $449K in Q2 2025.
  • 364 funds tracked by Wall St. Rank held Option Care Health as of Q4 2025.

Based on Whalen Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.