McAdam LLC’s OptimizeRx OPRX Stock Holding History

McAdam LLC’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	$94.7K	Buy	16,558 +6,119	+59%	+$35.2K	﹤0.01%	502
2026 Q1	$65.6K	Buy	+10,439	New	+$96.9K	﹤0.01%	435

Other funds holding OPRX

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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 Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

McAdam LLC's OPRX Position: Q2 2026 in Review

McAdam LLC increased its OptimizeRx (OPRX) stake by 59% in Q2 2026, buying an estimated $35.2K and bringing the position to 16,558 shares worth $94.7K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

McAdam LLC first reported a position in OPRX in Q1 2026 and has held it in 2 quarters since. 113 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

McAdam LLC held 16,558 shares of OptimizeRx worth $94.7K as of Q2 2026.
McAdam LLC bought 6,119 OptimizeRx shares in Q2 2026, an estimated $35.2K.
OptimizeRx made up ﹤0.01% of McAdam LLC's portfolio in Q2 2026, its #502 holding.
McAdam LLC first reported a position in OptimizeRx in Q1 2026 and has held it in 2 quarters since.
113 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.