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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
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 – 1810
2020
Q4 		$3K Buy
+100
New +$2.45K ﹤0.01% 1513

Other funds holding OPRX

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $266M AUM 44.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $965M AUM 79.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return