Morgan Stanley’s OptimizeRx OPRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $480K | Sell |
76,368
-88,224
| -54% | -$819K | ﹤0.01% | 5508 |
|
|
2025
Q4 | $2.02M | Sell |
164,592
-17,686
| -10% | -$289K | ﹤0.01% | 4802 |
|
|
2025
Q3 | $3.74M | Sell |
182,278
-82,444
| -31% | -$1.31M | ﹤0.01% | 4372 |
|
|
2025
Q2 | $3.57M | Buy |
264,722
+48,559
| +22% | +$531K | ﹤0.01% | 4329 |
|
|
2025
Q1 | $1.87M | Buy |
216,163
+13,558
| +7% | +$82.9K | ﹤0.01% | 4644 |
|
|
2024
Q4 | $985K | Buy |
202,605
+52,890
| +35% | +$296K | ﹤0.01% | 5098 |
|
|
2024
Q3 | $1.16M | Buy |
149,715
+50,851
| +51% | +$452K | ﹤0.01% | 4971 |
|
|
2024
Q2 | $989K | Buy |
98,864
+24,859
| +34% | +$273K | ﹤0.01% | 4964 |
|
|
2024
Q1 | $899K | Sell |
74,005
-81,851
| -53% | -$1.19M | ﹤0.01% | 5014 |
|
|
2023
Q4 | $2.23M | Buy |
155,856
+108,090
| +226% | +$1.04M | ﹤0.01% | 4865 |
|
|
2023
Q3 | $372K | Buy |
47,766
+20,005
| +72% | +$218K | ﹤0.01% | 5303 |
|
|
2023
Q2 | $397K | Sell |
27,761
-99,576
| -78% | -$1.42M | ﹤0.01% | 5328 |
|
|
2023
Q1 | $1.86M | Sell |
127,337
-43,580
| -25% | -$729K | ﹤0.01% | 4502 |
|
|
2022
Q4 | $2.87M | Sell |
170,917
-31,032
| -15% | -$537K | ﹤0.01% | 4205 |
|
|
2022
Q3 | $2.99M | Buy |
201,949
+34,971
| +21% | +$691K | ﹤0.01% | 4123 |
|
|
2022
Q2 | $4.57M | Buy |
166,978
+6,343
| +4% | +$188K | ﹤0.01% | 3847 |
|
|
2022
Q1 | $6.06M | Sell |
160,635
-28,295
| -15% | -$1.25M | ﹤0.01% | 3472 |
|
|
2021
Q4 | $11.7M | Buy |
188,930
+164,498
| +673% | +$12.5M | ﹤0.01% | 2772 |
|
|
2021
Q3 | $2.09M | Sell |
24,432
-16,165
| -40% | -$1.01M | ﹤0.01% | 4533 |
|
|
2021
Q2 | $2.51M | Buy |
40,597
+30,259
| +293% | +$1.54M | ﹤0.01% | 4460 |
|
|
2021
Q1 | $504K | Sell |
10,338
-38,242
| -79% | -$1.85M | ﹤0.01% | 5147 |
|
|
2020
Q4 | $1.51M | Sell |
48,580
-36,866
| -43% | -$903K | ﹤0.01% | 4390 |
|
|
2020
Q3 | $1.78M | Buy |
85,446
+80,992
| +1,818% | +$1.39M | ﹤0.01% | 3760 |
|
|
2020
Q2 | $58K | Buy |
4,454
+3,388
| +318% | +$36.8K | ﹤0.01% | 5628 |
|
|
2020
Q1 | $10K | Sell |
1,066
-17,439
| -94% | -$165K | ﹤0.01% | 6017 |
|
|
2019
Q4 | $190K | Buy |
18,505
+14,873
| +409% | +$169K | ﹤0.01% | 5435 |
|
|
2019
Q3 | $53K | Buy |
3,632
+2,310
| +175% | +$35.7K | ﹤0.01% | 5704 |
|
|
2019
Q2 | $21K | Sell |
1,322
-6,714
| -84% | -$90.7K | ﹤0.01% | 5916 |
|
|
2019
Q1 | $102K | Buy |
8,036
+2,194
| +38% | +$28.5K | ﹤0.01% | 5380 |
|
|
2018
Q4 | $64K | Sell |
5,842
-488
| -8% | -$7.22K | ﹤0.01% | 5679 |
|
|
2018
Q3 | $114K | Buy |
+6,330
| New | +$79.7K | ﹤0.01% | 5649 |
|
Other funds holding OPRX
WCA
RA
PHP
VCM
KCM
RHJA
Morgan Stanley's OPRX Position: Q1 2026 in Review
Morgan Stanley reduced its OptimizeRx (OPRX) stake by 54% in Q1 2026, selling an estimated $819K and leaving 76,368 shares worth $480K. The position accounts for ﹤0.01% of the portfolio, ranked #5508.
Morgan Stanley first reported a position in OPRX in Q3 2018 and has held it in 31 quarters since. The position peaked at $11.7M in Q4 2021. 128 funds tracked by Wall St. Rank hold OPRX as of Q1 2026.
- Morgan Stanley held 76,368 shares of OptimizeRx worth $480K as of Q1 2026.
- Morgan Stanley sold 88,224 OptimizeRx shares in Q1 2026, an estimated $819K.
- OptimizeRx made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5508 holding.
- Morgan Stanley first reported a position in OptimizeRx in Q3 2018 and has held it in 31 quarters since.
- Morgan Stanley's OptimizeRx position peaked at $11.7M in Q4 2021.
- 128 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.