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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
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 $288M AUM 44.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GWN Securities's OPRX Position: Q1 2026 in Review

GWN Securities increased its OptimizeRx (OPRX) stake by 145% in Q1 2026, buying an estimated $302K and bringing the position to 54,850 shares worth $344K. The position accounts for 0.07% of the portfolio, ranked #327.

GWN Securities first reported a position in OPRX in Q4 2025 and has held it in 2 quarters since. 128 funds tracked by Wall St. Rank hold OPRX as of Q1 2026.

  • GWN Securities held 54,850 shares of OptimizeRx worth $344K as of Q1 2026.
  • GWN Securities bought 32,492 OptimizeRx shares in Q1 2026, an estimated $302K.
  • OptimizeRx made up 0.07% of GWN Securities's portfolio in Q1 2026, its #327 holding.
  • GWN Securities first reported a position in OptimizeRx in Q4 2025 and has held it in 2 quarters since.
  • 128 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2026.

Based on GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.