Back to OPCH
Compass Wealth Management LLC → OPCH
Compass Wealth Management LLC OPCH Position History
Option Care Health, Inc. • Healthcare
Quarters held
6
Latest value
$4M
Q3 2026
Peak value
$7.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $398K |
| Q3 2025 | $6.4M |
| Q4 2025 | $7.5M |
| Q1 2026 | $6.3M |
| Q2 2026 | $4.8M |
| Q3 2026 | $4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4M | 177.1K | — | — |
| Q2 2026 | $4.8M | 230.9K | — | — |
| Q1 2026 | $6.3M | 234.5K | — | — |
| Q4 2025 | $7.5M | 235.5K | — | — |
| Q3 2025 | $6.4M | 232.1K | — | — |
| Q3 2025 | $398K | 2.3K | — | — |
Other funds holding OPCH
$368.5M
$158.2M
$128.8M
$128.8M
$121.7M
$97.5M