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 Q3	$138K	Hold	16,558	–	–	0.01%	508
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

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

UPWML

UMB Private Wealth Management, LLC Kansas City, Missouri $103M AUM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

McAdam LLC's OPRX Position: Q3 2026 in Review

McAdam LLC held its OptimizeRx (OPRX) position steady in Q3 2026 at 16,558 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #508.

McAdam LLC first reported a position in OPRX in Q1 2026 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold OPRX as of Q3 2026.

McAdam LLC held 16,558 shares of OptimizeRx worth $138K as of Q3 2026.
McAdam LLC left its OptimizeRx share count unchanged in Q3 2026.
OptimizeRx made up 0.01% of McAdam LLC's portfolio in Q3 2026, its #508 holding.
McAdam LLC first reported a position in OptimizeRx in Q1 2026 and has held it in 3 quarters since.
11 funds tracked by Wall St. Rank held OptimizeRx as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.