BWL
OPRX icon

Bogart Wealth LLC’s OptimizeRx OPRX Stock Holding History

Bogart Wealth LLC’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 		$1.63K Buy
+285
New +$1.64K ﹤0.01% 1511

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

Bogart Wealth LLC's OPRX Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in OptimizeRx (OPRX) in Q2 2026: 285 shares worth $1.63K. The stake represents ﹤0.01% of the portfolio and ranks #1511 among its holdings.

113 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

  • Bogart Wealth LLC held 285 shares of OptimizeRx worth $1.63K as of Q2 2026.
  • OptimizeRx was a new Bogart Wealth LLC position in Q2 2026.
  • OptimizeRx made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1511 holding.
  • 113 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.