Creative Planning

Position in OPCH — Option Care Health, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in OPCH

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$3,271,345

-$778,793 QoQ

Shares Held

121,521

-4.4% QoQ

Ownership

0.077%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Healthcare · as of Mar 31, 2026

Creative Planning holds $104,163,223 across 35 Medical Care Facilities names. OPCH ranks #7 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HCA	HCA Healthcare, Inc.	86,571	$40,968,859
2	ENSG	Ensign Group, Inc	68,759	$13,854,938
3	EHC	Encompass Health Corp	59,903	$5,794,417
4	UHS	Universal Health Services Inc	28,333	$5,070,757
5	THC	Tenet Healthcare Corp	26,093	$4,924,010
6	FMS	Fresenius Medical Care AG	183,818	$4,146,934
7	OPCH	Option Care Health, Inc. This page	121,521	$3,271,345
8	CHE	Chemed Corp	8,152	$3,079,336

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,271,345	121,521	-4.4%	Shares	Sole	2026-05-12
2025-12-31	$4,050,138	127,123	+20.1%	Shares	Sole	2026-02-17
2025-09-30	$2,939,117	105,876	+1.5%	Shares	Defined	2025-11-14
2025-06-30	$3,387,696	104,301	-0.8%	Shares	Defined	2025-08-08
2025-03-31	$3,673,524	105,108	+60.0%	Shares	Sole	2025-05-15
2024-12-31	$1,523,590	65,672	+72.1%	Shares	Defined	2025-02-14
2024-09-30	$1,194,063	38,149	+116.7%	Shares	Defined	2024-10-11
2024-06-30	$487,602	17,603	-6.7%	Shares	Defined	2024-08-15
2024-03-31	$632,631	18,862	+71.5%	Shares	Sole	2024-05-13
2023-12-31	$370,454	10,996	+8.3%	Shares	Defined	2024-02-14
2023-09-30	$328,578	10,157	+20.7%	Shares	Defined	2023-11-16
2023-06-30	$273,468	8,417	+10.5%	Shares	Sole	2023-07-21
2023-03-31	$241,960	7,616	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.