Corient Private Wealth
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Corient Private Wealth’s OptimizeRx OPRX Stock Holding History

Corient Private Wealth’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 		$76.6K Buy
+13,386
New +$76.9K ﹤0.01% 2965

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

Corient Private Wealth's OPRX Position: Q2 2026 in Review

Corient Private Wealth opened a new position in OptimizeRx (OPRX) in Q2 2026: 13,386 shares worth $76.6K. The stake represents ﹤0.01% of the portfolio and ranks #2965 among its holdings.

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

  • Corient Private Wealth held 13,386 shares of OptimizeRx worth $76.6K as of Q2 2026.
  • OptimizeRx was a new Corient Private Wealth position in Q2 2026.
  • OptimizeRx made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2965 holding.
  • 113 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.