GS
OPRX icon

GWN Securities’s OptimizeRx OPRX Stock Holding History

GWN Securities’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 		– Sell
-54,850
Closed -$344K – 517
2026
Q1 		$344K Buy
54,850
+32,492
+145% +$302K 0.07% 327
2025
Q4 		$274K Buy
+22,358
New +$365K 0.06% 359

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

GWN Securities's OPRX Position: Q2 2026 in Review

GWN Securities sold out of OptimizeRx (OPRX) in Q2 2026, closing a stake of 54,850 shares — an estimated $344K sold.

GWN Securities first reported a position in OPRX in Q4 2025 and held it in 2 quarters. The position peaked at $344K in Q1 2026. 113 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

  • GWN Securities reported no remaining OptimizeRx position as of Q2 2026 after selling out during the quarter.
  • GWN Securities sold 54,850 OptimizeRx shares in Q2 2026, an estimated $344K.
  • GWN Securities first reported a position in OptimizeRx in Q4 2025 and held it in 2 quarters.
  • GWN Securities's OptimizeRx position peaked at $344K in Q1 2026.
  • 113 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.