LPL Financial
OPRX icon

LPL Financial’s OptimizeRx OPRX Stock Holding History

LPL Financial’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
-129,608
Closed -$814K – 6317
2026
Q1 		$814K Buy
129,608
+102,910
+385% +$956K ﹤0.01% 4358
2025
Q4 		$327K Sell
26,698
-1,677
-6% -$27.4K ﹤0.01% 5080
2025
Q3 		$582K Buy
28,375
+1,985
+8% +$31.5K ﹤0.01% 4494
2025
Q2 		$356K Buy
+26,390
New +$289K ﹤0.01% 4647
2022
Q1 		– Sell
-6,653
Closed -$413K – 4337
2021
Q4 		$413K Buy
6,653
+3,570
+116% +$271K ﹤0.01% 3435
2021
Q3 		$264K Sell
3,083
-220
-7% -$13.8K ﹤0.01% 3751
2021
Q2 		$204K Buy
+3,303
New +$168K ﹤0.01% 3891

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

LPL Financial's OPRX Position: Q2 2026 in Review

LPL Financial sold out of OptimizeRx (OPRX) in Q2 2026, closing a stake of 129,608 shares — an estimated $814K sold.

LPL Financial first reported a position in OPRX in Q2 2021 and held it in 7 quarters. The position peaked at $814K in Q1 2026. 113 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

  • LPL Financial reported no remaining OptimizeRx position as of Q2 2026 after selling out during the quarter.
  • LPL Financial sold 129,608 OptimizeRx shares in Q2 2026, an estimated $814K.
  • LPL Financial first reported a position in OptimizeRx in Q2 2021 and held it in 7 quarters.
  • LPL Financial's OptimizeRx position peaked at $814K in Q1 2026.
  • 113 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.