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Global Retirement Partners’s OptimizeRx OPRX Stock Holding History

Global Retirement 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
2025
Q4 		– Sell
-2,199
Closed -$45.1K – 4367
2025
Q3 		$45.1K Sell
2,199
-551
-20% -$8.74K ﹤0.01% 1954
2025
Q2 		$37.1K Buy
+2,750
New +$30.1K ﹤0.01% 1937
2022
Q3 		– Sell
-16
Closed – – 2897
2022
Q2 		$0 Buy
+16
New +$474 ﹤0.01% 2826

Other funds holding OPRX

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Global Retirement Partners's OPRX Position: Q4 2025 in Review

Global Retirement Partners sold out of OptimizeRx (OPRX) in Q4 2025, closing a stake of 2,199 shares — an estimated $45.1K sold.

Global Retirement Partners first reported a position in OPRX in Q2 2022 and held it in 3 quarters. The position peaked at $45.1K in Q3 2025. 129 funds tracked by Wall St. Rank hold OPRX as of Q4 2025.

  • Global Retirement Partners reported no remaining OptimizeRx position as of Q4 2025 after selling out during the quarter.
  • Global Retirement Partners sold 2,199 OptimizeRx shares in Q4 2025, an estimated $45.1K.
  • Global Retirement Partners first reported a position in OptimizeRx in Q2 2022 and held it in 3 quarters.
  • Global Retirement Partners's OptimizeRx position peaked at $45.1K in Q3 2025.
  • 129 funds tracked by Wall St. Rank held OptimizeRx as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.