Covestor’s OptimizeRx OPRX Stock Holding History

Covestor’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	–	Sell	-1,914	Closed	-$12K	–	2745
2026 Q1	$12K	Hold	1,914	–	–	0.01%	1323
2025 Q4	$23K	Hold	1,914	–	–	0.01%	1232
2025 Q3	$39K	Sell	1,914 -8	-0.4%	-$127	0.02%	1022
2025 Q2	$26K	Buy	+1,922	New	+$21K	0.02%	1152

Other funds holding OPRX

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAM

Bullseye Asset Management Denver, Colorado $197M AUM 20.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Covestor's OPRX Position: Q2 2026 in Review

Covestor sold out of OptimizeRx (OPRX) in Q2 2026, closing a stake of 1,914 shares — an estimated $12K sold.

Covestor first reported a position in OPRX in Q2 2025 and held it in 4 quarters. The position peaked at $39K in Q3 2025. 74 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

Covestor reported no remaining OptimizeRx position as of Q2 2026 after selling out during the quarter.
Covestor sold 1,914 OptimizeRx shares in Q2 2026, an estimated $12K.
Covestor first reported a position in OptimizeRx in Q2 2025 and held it in 4 quarters.
Covestor's OptimizeRx position peaked at $39K in Q3 2025.
74 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.