Ancora Advisors’s OptimizeRx OPRX Stock Holding History

Ancora Advisors’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	-55,637	Closed	-$349K	–	2259
2026 Q1	$349K	Buy	+55,637	New	+$517K	0.01%	596

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

Ancora Advisors's OPRX Position: Q2 2026 in Review

Ancora Advisors sold out of OptimizeRx (OPRX) in Q2 2026, closing a stake of 55,637 shares — an estimated $349K sold.

Ancora Advisors first reported a position in OPRX in Q1 2026 and held it in 1 quarter. The position peaked at $349K in Q1 2026. 113 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

Ancora Advisors reported no remaining OptimizeRx position as of Q2 2026 after selling out during the quarter.
Ancora Advisors sold 55,637 OptimizeRx shares in Q2 2026, an estimated $349K.
Ancora Advisors first reported a position in OptimizeRx in Q1 2026 and held it in 1 quarter.
Ancora Advisors's OptimizeRx position peaked at $349K in Q1 2026.
113 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.