CA
OPRX icon

Clearstead Advisors’s OptimizeRx OPRX Stock Holding History

Clearstead 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 		$23 Buy
+4
New +$23 ﹤0.01% 3570

Other funds holding OPRX

RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PAWC
P.A.W. Capital Greenwich, Connecticut $131M AUM 46.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Clearstead Advisors's OPRX Position: Q2 2026 in Review

Clearstead Advisors opened a new position in OptimizeRx (OPRX) in Q2 2026: 4 shares worth $23. The stake represents ﹤0.01% of the portfolio and ranks #3570 among its holdings.

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

  • Clearstead Advisors held 4 shares of OptimizeRx worth $23 as of Q2 2026.
  • OptimizeRx was a new Clearstead Advisors position in Q2 2026.
  • OptimizeRx made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3570 holding.
  • 37 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.