HighMark Wealth Management’s OptimizeRx OPRX Stock Holding History

HighMark Wealth Management’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	$572	Hold	100	–	–	﹤0.01%	517
2026 Q1	$628	Hold	100	–	–	﹤0.01%	502
2025 Q4	$1.23K	Hold	100	–	–	﹤0.01%	505
2025 Q3	$2.05K	Hold	100	–	–	﹤0.01%	486
2025 Q2	$1.35K	Hold	100	–	–	﹤0.01%	508
2025 Q1	$866	Hold	100	–	–	﹤0.01%	497
2024 Q4	$486	Hold	100	–	–	﹤0.01%	531
2024 Q3	$772	Hold	100	–	–	﹤0.01%	529
2024 Q2	$1K	Hold	100	–	–	﹤0.01%	508
2024 Q1	$1.22K	Hold	100	–	–	﹤0.01%	496
2023 Q4	$1.43K	Hold	100	–	–	﹤0.01%	489
2023 Q3	$778	Hold	100	–	–	﹤0.01%	517
2023 Q2	$1.43K	Hold	100	–	–	﹤0.01%	481
2023 Q1	$1.46K	Hold	100	–	–	﹤0.01%	523
2022 Q4	$1.68K	Hold	100	–	–	﹤0.01%	441
2022 Q3	$1K	Hold	100	–	–	﹤0.01%	487
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	402
2022 Q1	$4K	Hold	100	–	–	﹤0.01%	388
2021 Q4	$6K	Sell	100 -1,174	-92%	-$89K	﹤0.01%	347
2021 Q3	$109K	Buy	1,274 +267	+27%	+$16.8K	0.08%	74
2021 Q2	$62K	Buy	1,007 +963	+2,189%	+$49K	0.05%	101
2021 Q1	$2K	Buy	+44	New	+$2.12K	﹤0.01%	430

Other funds holding OPRX

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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 Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

HighMark Wealth Management's OPRX Position: Q2 2026 in Review

HighMark Wealth Management held its OptimizeRx (OPRX) position steady in Q2 2026 at 100 shares worth $572. The position accounts for ﹤0.01% of the portfolio, ranked #517.

HighMark Wealth Management first reported a position in OPRX in Q1 2021 and has held it in 22 quarters since. The position peaked at $109K in Q3 2021. 113 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

HighMark Wealth Management held 100 shares of OptimizeRx worth $572 as of Q2 2026.
HighMark Wealth Management left its OptimizeRx share count unchanged in Q2 2026.
OptimizeRx made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #517 holding.
HighMark Wealth Management first reported a position in OptimizeRx in Q1 2021 and has held it in 22 quarters since.
HighMark Wealth Management's OptimizeRx position peaked at $109K in Q3 2021.
113 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.