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Aaron Wealth Advisors’s OptimizeRx OPRX Stock Holding History

Aaron Wealth Advisors’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
Q2 		– Sell
-10,588
Closed -$66.5K – 744
2026
Q1 		$66.5K Buy
+10,588
New +$98.3K ﹤0.01% 686

Other funds holding OPRX

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $977M AUM 110.37% 1-Year Est. Return

Aaron Wealth Advisors's OPRX Position: Q2 2026 in Review

Aaron Wealth Advisors sold out of OptimizeRx (OPRX) in Q2 2026, closing a stake of 10,588 shares — an estimated $66.5K sold.

Aaron Wealth Advisors first reported a position in OPRX in Q1 2026 and held it in 1 quarter. The position peaked at $66.5K in Q1 2026. 113 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

  • Aaron Wealth Advisors reported no remaining OptimizeRx position as of Q2 2026 after selling out during the quarter.
  • Aaron Wealth Advisors sold 10,588 OptimizeRx shares in Q2 2026, an estimated $66.5K.
  • Aaron Wealth Advisors first reported a position in OptimizeRx in Q1 2026 and held it in 1 quarter.
  • Aaron Wealth Advisors's OptimizeRx position peaked at $66.5K in Q1 2026.
  • 113 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.