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Farther Finance Advisors’s OptimizeRx OPRX Stock Holding History

Farther Finance 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
Q3 		$468 Sell
56
-147
-72% -$1.06K ﹤0.01% 5765
2026
Q2 		$1.16K Buy
203
+83
+69% +$477 ﹤0.01% 5335
2026
Q1 		$787 Buy
120
+110
+1,100% +$1.02K ﹤0.01% 5171
2025
Q4 		$123 Hold
10
– – ﹤0.01% 5280
2025
Q3 		$205 Buy
+10
New +$159 ﹤0.01% 4713

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

Farther Finance Advisors's OPRX Position: Q3 2026 in Review

Farther Finance Advisors reduced its OptimizeRx (OPRX) stake by 72% in Q3 2026, selling an estimated $1.06K and leaving 56 shares worth $468. The position accounts for ﹤0.01% of the portfolio, ranked #5765.

Farther Finance Advisors first reported a position in OPRX in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.16K in Q2 2026. 4 funds tracked by Wall St. Rank hold OPRX as of Q3 2026.

  • Farther Finance Advisors held 56 shares of OptimizeRx worth $468 as of Q3 2026.
  • Farther Finance Advisors sold 147 OptimizeRx shares in Q3 2026, an estimated $1.06K.
  • OptimizeRx made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5765 holding.
  • Farther Finance Advisors first reported a position in OptimizeRx in Q3 2025 and has held it in 5 quarters since.
  • Farther Finance Advisors's OptimizeRx position peaked at $1.16K in Q2 2026.
  • 4 funds tracked by Wall St. Rank held OptimizeRx as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.