UMB Private Wealth Management, LLC’s OptimizeRx OPRX Stock Holding History

UMB Private Wealth Management, LLC’s Portfolio OPRX Stock Details OPRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$19.2K	Buy	+2,300	New	+$16.6K	0.02%	263

Other funds holding OPRX

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

UMB Private Wealth Management, LLC's OPRX Position: Q3 2026 in Review

UMB Private Wealth Management, LLC opened a new position in OptimizeRx (OPRX) in Q3 2026: 2,300 shares worth $19.2K. The stake represents 0.02% of the portfolio and ranks #263 among its holdings.

11 funds tracked by Wall St. Rank hold OPRX as of Q3 2026.

UMB Private Wealth Management, LLC held 2,300 shares of OptimizeRx worth $19.2K as of Q3 2026.
OptimizeRx was a new UMB Private Wealth Management, LLC position in Q3 2026.
OptimizeRx made up 0.02% of UMB Private Wealth Management, LLC's portfolio in Q3 2026, its #263 holding.
11 funds tracked by Wall St. Rank held OptimizeRx as of Q3 2026.

Based on UMB Private Wealth Management, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.