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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
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 $288M AUM 44.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $970M 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

Allworth Financial's OPRX Position: Q1 2026 in Review

Allworth Financial opened a new position in OptimizeRx (OPRX) in Q1 2026: 227 shares worth $1.43K. The stake represents ﹤0.01% of the portfolio and ranks #4460 among its holdings. This is a return to the name: Allworth Financial previously reported a position in OPRX as recently as Q2 2022.

Allworth Financial first reported a position in OPRX in Q2 2022 and has held it in 2 quarters since. 128 funds tracked by Wall St. Rank hold OPRX as of Q1 2026.

  • Allworth Financial held 227 shares of OptimizeRx worth $1.43K as of Q1 2026.
  • OptimizeRx was a new Allworth Financial position in Q1 2026.
  • OptimizeRx made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4460 holding.
  • Allworth Financial first reported a position in OptimizeRx in Q2 2022 and has held it in 2 quarters since.
  • 128 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.