Jones Financial Companies
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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
Q2 		– Sell
-760
Closed -$5.02K – 5121
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 $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

Jones Financial Companies's OPRX Position: Q2 2026 in Review

Jones Financial Companies sold out of OptimizeRx (OPRX) in Q2 2026, closing a stake of 760 shares — an estimated $5.02K sold.

Jones Financial Companies first reported a position in OPRX in Q2 2024 and held it in 8 quarters. The position peaked at $14.3K in Q3 2025. 112 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

  • Jones Financial Companies reported no remaining OptimizeRx position as of Q2 2026 after selling out during the quarter.
  • Jones Financial Companies sold 760 OptimizeRx shares in Q2 2026, an estimated $5.02K.
  • Jones Financial Companies first reported a position in OptimizeRx in Q2 2024 and held it in 8 quarters.
  • Jones Financial Companies's OptimizeRx position peaked at $14.3K in Q3 2025.
  • 112 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.