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Integrated Wealth Concepts’s OptimizeRx OPRX Stock Holding History

Integrated Wealth Concepts’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
-14,061
Closed -$88.3K – 2507
2026
Q1 		$88.3K Buy
+14,061
New +$131K ﹤0.01% 2189

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

Integrated Wealth Concepts's OPRX Position: Q2 2026 in Review

Integrated Wealth Concepts sold out of OptimizeRx (OPRX) in Q2 2026, closing a stake of 14,061 shares — an estimated $88.3K sold.

Integrated Wealth Concepts first reported a position in OPRX in Q1 2026 and held it in 1 quarter. The position peaked at $88.3K in Q1 2026. 112 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining OptimizeRx position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 14,061 OptimizeRx shares in Q2 2026, an estimated $88.3K.
  • Integrated Wealth Concepts first reported a position in OptimizeRx in Q1 2026 and held it in 1 quarter.
  • Integrated Wealth Concepts's OptimizeRx position peaked at $88.3K in Q1 2026.
  • 112 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

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