Position in OPCH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$227,168
-$43,781 QoQ
Shares Held
10,833
+7.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#249
of 368 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in OPCH Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026EP Wealth Advisors, LLC holds $44,954,456 across 6 Medical Care Facilities names. OPCH ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
111,026 | $43,287,927 | |
| 2 | THC |
Tenet Healthcare Corp
|
2,661 | $497,819 | |
| 3 | UHS |
Universal Health Services Inc
|
2,337 | $347,488 | |
| 4 | CHE |
Chemed Corp
|
644 | $299,936 | |
| 5 | DVA |
Davita Inc.
|
1,322 | $294,118 | |
| 6 | OPCH |
Option Care Health, Inc.
This page
|
10,833 | $227,168 |
All Filings in OPCH
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,168 | 10,833 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $270,949 | 10,065 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $225,154 | 7,067 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||