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Basecamp Wealth Advisors’s OptimizeRx OPRX Stock Holding History

Basecamp Wealth 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 		$149 Sell
26
-72
-73% -$414 ﹤0.01% 1758
2026
Q1 		$615 Buy
+98
New +$910 ﹤0.01% 1667

Other funds holding OPRX

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
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
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
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

Basecamp Wealth Advisors's OPRX Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its OptimizeRx (OPRX) stake by 73% in Q2 2026, selling an estimated $414 and leaving 26 shares worth $149. The position accounts for ﹤0.01% of the portfolio, ranked #1758.

Basecamp Wealth Advisors first reported a position in OPRX in Q1 2026 and has held it in 2 quarters since. The position peaked at $615 in Q1 2026. 113 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

  • Basecamp Wealth Advisors held 26 shares of OptimizeRx worth $149 as of Q2 2026.
  • Basecamp Wealth Advisors sold 72 OptimizeRx shares in Q2 2026, an estimated $414.
  • OptimizeRx made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1758 holding.
  • Basecamp Wealth Advisors first reported a position in OptimizeRx in Q1 2026 and has held it in 2 quarters since.
  • Basecamp Wealth Advisors's OptimizeRx position peaked at $615 in Q1 2026.
  • 113 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

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