North Star Investment Management’s OptimizeRx OPRX Stock Holding History

North Star Investment Management’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	–	Sell	-71	Closed	-$446	–	1816
2026 Q1	$446	Buy	+71	New	+$659	﹤0.01%	1634

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

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

North Star Investment Management's OPRX Position: Q2 2026 in Review

North Star Investment Management sold out of OptimizeRx (OPRX) in Q2 2026, closing a stake of 71 shares — an estimated $446 sold.

North Star Investment Management first reported a position in OPRX in Q1 2026 and held it in 1 quarter. The position peaked at $446 in Q1 2026. 112 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

North Star Investment Management reported no remaining OptimizeRx position as of Q2 2026 after selling out during the quarter.
North Star Investment Management sold 71 OptimizeRx shares in Q2 2026, an estimated $446.
North Star Investment Management first reported a position in OptimizeRx in Q1 2026 and held it in 1 quarter.
North Star Investment Management's OptimizeRx position peaked at $446 in Q1 2026.
112 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.