Allworth Financial’s OptimizeRx OPRX Stock Holding History

Allworth 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	$2.23K	Buy	389 +162	+71%	+$931	﹤0.01%	4465
2026 Q1	$1.43K	Buy	+227	New	+$2.11K	﹤0.01%	4460
2022 Q3	–	Sell	-5	Closed	–	–	2974
2022 Q2	$0	Buy	+5	New	+$148	﹤0.01%	2684

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

Allworth Financial's OPRX Position: Q2 2026 in Review

Allworth Financial increased its OptimizeRx (OPRX) stake by 71% in Q2 2026, buying an estimated $931 and bringing the position to 389 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #4465.

Allworth Financial first reported a position in OPRX in Q2 2022 and has held it in 3 quarters since. 112 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

Allworth Financial held 389 shares of OptimizeRx worth $2.23K as of Q2 2026.
Allworth Financial bought 162 OptimizeRx shares in Q2 2026, an estimated $931.
OptimizeRx made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4465 holding.
Allworth Financial first reported a position in OptimizeRx in Q2 2022 and has held it in 3 quarters since.
112 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.