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Connors Investor Services’s OptimizeRx OPRX Stock Holding History

Connors Investor Services’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
-9,819
Closed -$201K – 160
2025
Q3 		$201K Sell
9,819
-12,231
-55% -$194K 0.02% 142
2025
Q2 		$298K Sell
22,050
-9,500
-30% -$104K 0.03% 117
2025
Q1 		$273K Sell
31,550
-27,450
-47% -$168K 0.03% 122
2024
Q4 		$287K Buy
59,000
+37,193
+171% +$208K 0.03% 122
2024
Q3 		$168K Buy
21,807
+2,700
+14% +$24K 0.02% 145
2024
Q2 		$191K Buy
19,107
+2,500
+15% +$27.5K 0.02% 142
2024
Q1 		$202K Sell
16,607
-7,893
-32% -$114K 0.02% 146
2023
Q4 		$351K Buy
24,500
+2,000
+9% +$19.2K 0.04% 111
2023
Q3 		$175K Buy
22,500
+4,000
+22% +$43.5K 0.02% 142
2023
Q2 		$264K Buy
18,500
+3,000
+19% +$42.7K 0.03% 129
2023
Q1 		$227K Buy
15,500
+3,000
+24% +$50.2K 0.03% 143
2022
Q4 		$210K Buy
12,500
+1,500
+14% +$25.9K 0.03% 141
2022
Q3 		$163K Buy
+11,000
New +$217K 0.02% 140

Other funds holding OPRX

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $266M AUM 44.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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 $965M 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