Carson Wealth (CWM LLC)
OPRX icon

Carson Wealth (CWM LLC)’s OptimizeRx OPRX Stock Holding History

Carson Wealth (CWM 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
Q1 		$41.2K Buy
6,562
+5,879
+861% +$54.6K ﹤0.01% 3945
2025
Q4 		$8K Sell
683
-18
-3% -$294 ﹤0.01% 4656
2025
Q3 		$14K Buy
701
+41
+6% +$650 ﹤0.01% 4320
2025
Q2 		$9K Sell
660
-25
-4% -$273 ﹤0.01% 4364
2025
Q1 		$6K Buy
685
+4
+0.6% +$24 ﹤0.01% 4390
2024
Q4 		$3K Buy
681
+667
+4,764% +$3.73K ﹤0.01% 4436
2024
Q3 		$0 Buy
14
+9
+180% +$80 ﹤0.01% 5053
2024
Q2 		$0 Buy
+5
New +$55 ﹤0.01% 4840
2023
Q1 		– Sell
-68
Closed -$1K – 4268
2022
Q4 		$1K Sell
68
-2
-3% -$35 ﹤0.01% 3802
2022
Q3 		$1K Sell
70
-255
-78% -$5.04K ﹤0.01% 3717
2022
Q2 		$9K Buy
325
+312
+2,400% +$9.24K ﹤0.01% 2653
2022
Q1 		$0 Buy
13
+5
+63% +$221 ﹤0.01% 3770
2021
Q4 		$0 Buy
+8
New +$606 ﹤0.01% 3607

Other funds holding OPRX

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $977M AUM 110.37% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $38.4B AUM 25.71% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Carson Wealth (CWM LLC)'s OPRX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its OptimizeRx (OPRX) stake by 861% in Q1 2026, buying an estimated $54.6K and bringing the position to 6,562 shares worth $41.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3945.

Carson Wealth (CWM LLC) first reported a position in OPRX in Q4 2021 and has held it in 13 quarters since. 127 funds tracked by Wall St. Rank hold OPRX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,562 shares of OptimizeRx worth $41.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,879 OptimizeRx shares in Q1 2026, an estimated $54.6K.
  • OptimizeRx made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3945 holding.
  • Carson Wealth (CWM LLC) first reported a position in OptimizeRx in Q4 2021 and has held it in 13 quarters since.
  • 127 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.