Merit Financial Group
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Merit Financial Group’s OptimizeRx OPRX Stock Holding History

Merit Financial Group’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 		$130K Buy
+15,605
New +$113K ﹤0.01% 2290

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Geode Capital Management
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Bank of New York Mellon
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Squarepoint
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McAdam LLC
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Perkins Capital Management
Perkins Capital Management Wayzata, Minnesota $140M AUM 109.55% 1-Year Est. Return
Barclays
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Merit Financial Group's OPRX Position: Q3 2026 in Review

Merit Financial Group opened a new position in OptimizeRx (OPRX) in Q3 2026: 15,605 shares worth $130K. The stake represents ﹤0.01% of the portfolio and ranks #2290 among its holdings.

37 funds tracked by Wall St. Rank hold OPRX as of Q3 2026.

  • Merit Financial Group held 15,605 shares of OptimizeRx worth $130K as of Q3 2026.
  • OptimizeRx was a new Merit Financial Group position in Q3 2026.
  • OptimizeRx made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #2290 holding.
  • 37 funds tracked by Wall St. Rank held OptimizeRx as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.