IFP Advisors’s OptimizeRx OPRX Stock Holding History

IFP Advisors’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	$3.19K	Buy	557 +418	+301%	+$2.4K	﹤0.01%	4026
2026 Q1	$873	Buy	139 +137	+6,850%	+$1.27K	﹤0.01%	4259
2025 Q4	$25	Buy	+2	New	+$33	﹤0.01%	4784
2025 Q2	–	Hold	0	–	–	–	4112
2023 Q1	–	Sell	-1	Closed	-$1K	–	4118
2022 Q4	$1K	Sell	1 -21	-95%	-$363	﹤0.01%	4427
2022 Q3	$2K	Buy	22 +1	+5%	+$20	﹤0.01%	4389
2022 Q2	$1K	Hold	21	–	–	﹤0.01%	4406
2022 Q1	$1K	Buy	+21	New	+$929	﹤0.01%	4404
2021 Q4	–	Sell	-100	Closed	-$9K	–	3450
2021 Q3	$9K	Buy	+100	New	+$6.27K	﹤0.01%	2330
2019 Q1	–	Sell	-1,350	Closed	-$13K	–	3097
2018 Q4	$13K	Sell	1,350 -200	-13%	-$2.96K	﹤0.01%	2369
2018 Q3	$28K	Buy	+1,550	New	+$19.5K	﹤0.01%	2256

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

IFP Advisors's OPRX Position: Q2 2026 in Review

IFP Advisors increased its OptimizeRx (OPRX) stake by 301% in Q2 2026, buying an estimated $2.4K and bringing the position to 557 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #4026.

IFP Advisors first reported a position in OPRX in Q3 2018 and has held it in 10 quarters since. The position peaked at $28K in Q3 2018. 112 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

IFP Advisors held 557 shares of OptimizeRx worth $3.19K as of Q2 2026.
IFP Advisors bought 418 OptimizeRx shares in Q2 2026, an estimated $2.4K.
OptimizeRx made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4026 holding.
IFP Advisors first reported a position in OptimizeRx in Q3 2018 and has held it in 10 quarters since.
IFP Advisors's OptimizeRx position peaked at $28K in Q3 2018.
112 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.