Creative Planning’s OptimizeRx OPRX Stock Holding History

Creative Planning’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	-16,159	Closed	-$331K	–	4052
2025 Q3	$331K	Buy	+16,159	New	+$256K	﹤0.01%	3063

Other funds holding OPRX

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

PHP

Parkman Healthcare Partners Stamford, Connecticut $970M 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's OPRX Position: Q4 2025 in Review

Creative Planning sold out of OptimizeRx (OPRX) in Q4 2025, closing a stake of 16,159 shares — an estimated $331K sold.

Creative Planning first reported a position in OPRX in Q3 2025 and held it in 1 quarter. The position peaked at $331K in Q3 2025. 129 funds tracked by Wall St. Rank hold OPRX as of Q4 2025.

Creative Planning reported no remaining OptimizeRx position as of Q4 2025 after selling out during the quarter.
Creative Planning sold 16,159 OptimizeRx shares in Q4 2025, an estimated $331K.
Creative Planning first reported a position in OptimizeRx in Q3 2025 and held it in 1 quarter.
Creative Planning's OptimizeRx position peaked at $331K in Q3 2025.
129 funds tracked by Wall St. Rank held OptimizeRx as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.