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MB, Levis & Associates’s OptimizeRx OPRX Stock Holding History

MB, Levis & Associates’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
2025
Q4 		– Sell
-200
Closed -$4.1K – 255
2025
Q3 		$4.1K Buy
+200
New +$3.17K ﹤0.01% 188

Other funds holding OPRX

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MB, Levis & Associates's OPRX Position: Q4 2025 in Review

MB, Levis & Associates sold out of OptimizeRx (OPRX) in Q4 2025, closing a stake of 200 shares — an estimated $4.1K sold.

MB, Levis & Associates first reported a position in OPRX in Q3 2025 and held it in 1 quarter. The position peaked at $4.1K in Q3 2025. 129 funds tracked by Wall St. Rank hold OPRX as of Q4 2025.

  • MB, Levis & Associates reported no remaining OptimizeRx position as of Q4 2025 after selling out during the quarter.
  • MB, Levis & Associates sold 200 OptimizeRx shares in Q4 2025, an estimated $4.1K.
  • MB, Levis & Associates first reported a position in OptimizeRx in Q3 2025 and held it in 1 quarter.
  • MB, Levis & Associates's OptimizeRx position peaked at $4.1K in Q3 2025.
  • 129 funds tracked by Wall St. Rank held OptimizeRx as of Q4 2025.

Based on MB, Levis & Associates's 13F filing for Q4 2025, filed 14 Jan 2026.