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Brendel Financial Advisors’s OptimizeRx OPRX Stock Holding History

Brendel Financial 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
2025
Q4 		– Sell
-17,054
Closed -$350K – 113
2025
Q3 		$350K Buy
+17,054
New +$271K 0.18% 79

Other funds holding OPRX

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Brendel Financial Advisors's OPRX Position: Q4 2025 in Review

Brendel Financial Advisors sold out of OptimizeRx (OPRX) in Q4 2025, closing a stake of 17,054 shares — an estimated $350K sold.

Brendel Financial Advisors first reported a position in OPRX in Q3 2025 and held it in 1 quarter. The position peaked at $350K in Q3 2025. 129 funds tracked by Wall St. Rank hold OPRX as of Q4 2025.

  • Brendel Financial Advisors reported no remaining OptimizeRx position as of Q4 2025 after selling out during the quarter.
  • Brendel Financial Advisors sold 17,054 OptimizeRx shares in Q4 2025, an estimated $350K.
  • Brendel Financial Advisors first reported a position in OptimizeRx in Q3 2025 and held it in 1 quarter.
  • Brendel Financial Advisors's OptimizeRx position peaked at $350K in Q3 2025.
  • 129 funds tracked by Wall St. Rank held OptimizeRx as of Q4 2025.

Based on Brendel Financial Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.