Advisory Services Network’s OptimizeRx OPRX Stock Holding History

Advisory Services Network’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	-326	Closed	-$2.05K	–	3864
2026 Q1	$2.05K	Buy	+326	New	+$3.03K	﹤0.01%	4132
2025 Q4	–	Sell	-2	Closed	-$41	–	3497
2025 Q3	$41	Buy	+2	New	+$32	﹤0.01%	4475
2023 Q1	–	Sell	-309	Closed	-$5.19K	–	4102
2022 Q4	$5.19K	Buy	+309	New	+$5.34K	﹤0.01%	3108

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

Advisory Services Network's OPRX Position: Q2 2026 in Review

Advisory Services Network sold out of OptimizeRx (OPRX) in Q2 2026, closing a stake of 326 shares — an estimated $2.05K sold.

Advisory Services Network first reported a position in OPRX in Q4 2022 and held it in 3 quarters. The position peaked at $5.19K in Q4 2022. 113 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

Advisory Services Network reported no remaining OptimizeRx position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 326 OptimizeRx shares in Q2 2026, an estimated $2.05K.
Advisory Services Network first reported a position in OptimizeRx in Q4 2022 and held it in 3 quarters.
Advisory Services Network's OptimizeRx position peaked at $5.19K in Q4 2022.
113 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.