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 Q3	–	Sell	-10	Closed	-$57	–	2961
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

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's OPRX Position: Q3 2026 in Review

Essential Partners sold out of OptimizeRx (OPRX) in Q3 2026, closing a stake of 10 shares — an estimated $57 sold.

Essential Partners first reported a position in OPRX in Q3 2025 and held it in 3 quarters. The position peaked at $427 in Q1 2026. 4 funds tracked by Wall St. Rank hold OPRX as of Q3 2026.

Essential Partners reported no remaining OptimizeRx position as of Q3 2026 after selling out during the quarter.
Essential Partners sold 10 OptimizeRx shares in Q3 2026, an estimated $57.
Essential Partners first reported a position in OptimizeRx in Q3 2025 and held it in 3 quarters.
Essential Partners's OptimizeRx position peaked at $427 in Q1 2026.
4 funds tracked by Wall St. Rank held OptimizeRx as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.