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Jones Financial Companies’s
OptimizeRx
OPRX
Stock Holding History
Jones Financial Companies’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
$5.02K
Hold
760
–
–
﹤0.01%
3838
2025
Q4
$9.32K
Hold
760
–
–
﹤0.01%
3252
2025
Q3
$14.3K
Hold
760
–
–
﹤0.01%
2946
2025
Q2
$10.4K
Hold
760
–
–
﹤0.01%
2863
2025
Q1
$6.57K
Hold
760
–
–
﹤0.01%
2861
2024
Q4
$3.69K
Hold
760
–
–
﹤0.01%
2846
2024
Q3
$5.89K
Hold
760
–
–
﹤0.01%
2402
2024
Q2
$7.6K
Buy
+760
New
+$8.35K
﹤0.01%
1841
Other funds holding OPRX
WCA
Whetstone Capital Advisors
Shawnee Mission, Kansas
$266M AUM
44.06%
1-Year Est. Return
BlackRock
New York
$5.7T 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
$965M 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
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
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Sign up
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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