MCF Advisors’s OptimizeRx OPRX Stock Holding History

MCF Advisors’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 Q1	–	Sell	-631	Closed	-$7.74K	–	1378
2025 Q4	$7.74K	Buy	631 +361	+134%	+$5.9K	﹤0.01%	877
2025 Q3	$5.54K	Buy	+270	New	+$4.28K	﹤0.01%	786

Other funds holding OPRX

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

PHP

Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MCF Advisors's OPRX Position: Q1 2026 in Review

MCF Advisors sold out of OptimizeRx (OPRX) in Q1 2026, closing a stake of 631 shares — an estimated $7.74K sold.

MCF Advisors first reported a position in OPRX in Q3 2025 and held it in 2 quarters. The position peaked at $7.74K in Q4 2025. 128 funds tracked by Wall St. Rank hold OPRX as of Q1 2026.

MCF Advisors reported no remaining OptimizeRx position as of Q1 2026 after selling out during the quarter.
MCF Advisors sold 631 OptimizeRx shares in Q1 2026, an estimated $7.74K.
MCF Advisors first reported a position in OptimizeRx in Q3 2025 and held it in 2 quarters.
MCF Advisors's OptimizeRx position peaked at $7.74K in Q4 2025.
128 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.