EverSource Wealth Advisors’s OptimizeRx OPRX Stock Holding History

EverSource Wealth Advisors’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	$2.51K	Buy	439 +236	+116%	+$1.36K	﹤0.01%	3632
2026 Q1	$1.28K	Buy	203 +174	+600%	+$1.62K	﹤0.01%	3780
2025 Q4	$355	Sell	29 -2	-6%	-$33	﹤0.01%	3938
2025 Q3	$636	Buy	31 +2	+7%	+$32	﹤0.01%	3879
2025 Q2	$392	Buy	29 +6	+26%	+$66	﹤0.01%	3954
2025 Q1	$199	Buy	+23	New	+$141	﹤0.01%	3705

Other funds holding OPRX

PAWC

P.A.W. Capital Greenwich, Connecticut $131M AUM 46.14% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CCIA

Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

PCM

Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

EverSource Wealth Advisors's OPRX Position: Q2 2026 in Review

EverSource Wealth Advisors increased its OptimizeRx (OPRX) stake by 116% in Q2 2026, buying an estimated $1.36K and bringing the position to 439 shares worth $2.51K. The position accounts for ﹤0.01% of the portfolio, ranked #3632.

EverSource Wealth Advisors first reported a position in OPRX in Q1 2025 and has held it in 6 quarters since. 21 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

EverSource Wealth Advisors held 439 shares of OptimizeRx worth $2.51K as of Q2 2026.
EverSource Wealth Advisors bought 236 OptimizeRx shares in Q2 2026, an estimated $1.36K.
OptimizeRx made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3632 holding.
EverSource Wealth Advisors first reported a position in OptimizeRx in Q1 2025 and has held it in 6 quarters since.
21 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.