Ameriprise
OPRX icon

Ameriprise’s OptimizeRx OPRX Stock Holding History

Ameriprise’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 		– Sell
-25,351
Closed -$311K – 4181
2025
Q4 		$311K Sell
25,351
-44,055
-63% -$720K ﹤0.01% 3792
2025
Q3 		$1.42M Sell
69,406
-474
-0.7% -$7.52K ﹤0.01% 3190
2025
Q2 		$943K Buy
+69,880
New +$764K ﹤0.01% 3291
2023
Q1 		– Sell
-67,080
Closed -$1.13M – 4014
2022
Q4 		$1.13M Sell
67,080
-6,594
-9% -$114K ﹤0.01% 3075
2022
Q3 		$1.09M Sell
73,674
-3,195
-4% -$63.2K ﹤0.01% 3081
2022
Q2 		$2.1M Buy
76,869
+1,447
+2% +$42.9K ﹤0.01% 2783
2022
Q1 		$2.85M Sell
75,422
-618
-0.8% -$27.4K ﹤0.01% 2756
2021
Q4 		$4.72M Buy
76,040
+74,108
+3,836% +$5.62M ﹤0.01% 2495
2021
Q3 		$422K Buy
+1,932
New +$121K ﹤0.01% 3458

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

Ameriprise's OPRX Position: Q1 2026 in Review

Ameriprise sold out of OptimizeRx (OPRX) in Q1 2026, closing a stake of 25,351 shares — an estimated $311K sold.

Ameriprise first reported a position in OPRX in Q3 2021 and held it in 9 quarters. The position peaked at $4.72M in Q4 2021. 128 funds tracked by Wall St. Rank hold OPRX as of Q1 2026.

  • Ameriprise reported no remaining OptimizeRx position as of Q1 2026 after selling out during the quarter.
  • Ameriprise sold 25,351 OptimizeRx shares in Q1 2026, an estimated $311K.
  • Ameriprise first reported a position in OptimizeRx in Q3 2021 and held it in 9 quarters.
  • Ameriprise's OptimizeRx position peaked at $4.72M in Q4 2021.
  • 128 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2026.

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