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Harvest Investment Services’s OptimizeRx OPRX Stock Holding History

Harvest Investment Services’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
-167,837
Closed -$3.44M – 362
2025
Q3 		$3.44M Buy
+167,837
New +$2.66M 0.69% 42
2022
Q1 		– Sell
-11,525
Closed -$715K – 246
2021
Q4 		$715K Buy
11,525
+7,415
+180% +$562K 0.3% 96
2021
Q3 		$351K Buy
+4,110
New +$258K 0.14% 193

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
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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 $965M 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