Advisornet Financial’s OptimizeRx OPRX Stock Holding History

Advisornet Financial’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	$3.43K	Hold	600	–	–	﹤0.01%	1839
2026 Q1	$3.77K	Buy	600 +500	+500%	+$4.64K	﹤0.01%	1796
2025 Q4	$1.23K	Hold	100	–	–	﹤0.01%	1962
2025 Q3	$2.05K	Hold	100	–	–	﹤0.01%	1865
2025 Q2	$1.35K	Hold	100	–	–	﹤0.01%	1900
2025 Q1	$866	Hold	100	–	–	﹤0.01%	1901
2024 Q4	$486	Hold	100	–	–	﹤0.01%	1784
2024 Q3	$772	Hold	100	–	–	﹤0.01%	1975
2024 Q2	$1K	Hold	100	–	–	﹤0.01%	1812
2024 Q1	$1.22K	Hold	100	–	–	﹤0.01%	1710
2023 Q4	$1.43K	Hold	100	–	–	﹤0.01%	1804
2023 Q3	$778	Hold	100	–	–	﹤0.01%	1865
2023 Q2	$1.43K	Hold	100	–	–	﹤0.01%	1798
2023 Q1	$1.46K	Hold	100	–	–	﹤0.01%	1782
2022 Q4	$1.68K	Hold	100	–	–	﹤0.01%	1708
2022 Q3	$1K	Hold	100	–	–	﹤0.01%	1798
2022 Q2	$3K	Buy	+100	New	+$2.96K	﹤0.01%	1633
2021 Q1	–	Sell	-100	Closed	-$3K	–	1807
2020 Q4	$3K	Buy	+100	New	+$2.45K	﹤0.01%	1513

Other funds holding OPRX

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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 Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Advisornet Financial's OPRX Position: Q2 2026 in Review

Advisornet Financial held its OptimizeRx (OPRX) position steady in Q2 2026 at 600 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1839.

Advisornet Financial first reported a position in OPRX in Q4 2020 and has held it in 18 quarters since. The position peaked at $3.77K in Q1 2026. 112 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

Advisornet Financial held 600 shares of OptimizeRx worth $3.43K as of Q2 2026.
Advisornet Financial left its OptimizeRx share count unchanged in Q2 2026.
OptimizeRx made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1839 holding.
Advisornet Financial first reported a position in OptimizeRx in Q4 2020 and has held it in 18 quarters since.
Advisornet Financial's OptimizeRx position peaked at $3.77K in Q1 2026.
112 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.