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Essential Partners’s OptimizeRx OPRX Stock Holding History

Essential Partners’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 		$57 Sell
10
-58
-85% -$333 ﹤0.01% 2786
2026
Q1 		$427 Buy
+68
New +$632 ﹤0.01% 2480
2025
Q4 		– Sell
-2
Closed -$41 – 2878
2025
Q3 		$41 Buy
+2
New +$32 ﹤0.01% 2589

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

Essential Partners's OPRX Position: Q2 2026 in Review

Essential Partners reduced its OptimizeRx (OPRX) stake by 85% in Q2 2026, selling an estimated $333 and leaving 10 shares worth $57. The position accounts for ﹤0.01% of the portfolio, ranked #2786.

Essential Partners first reported a position in OPRX in Q3 2025 and has held it in 3 quarters since. The position peaked at $427 in Q1 2026. 113 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

  • Essential Partners held 10 shares of OptimizeRx worth $57 as of Q2 2026.
  • Essential Partners sold 58 OptimizeRx shares in Q2 2026, an estimated $333.
  • OptimizeRx made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2786 holding.
  • Essential Partners first reported a position in OptimizeRx in Q3 2025 and has held it in 3 quarters since.
  • Essential Partners's OptimizeRx position peaked at $427 in Q1 2026.
  • 113 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.