PWPS
OPRX icon

Pinnacle Wealth Planning Services’s OptimizeRx OPRX Stock Holding History

Pinnacle Wealth Planning Services’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 		$6 Hold
1
– – ﹤0.01% 2749
2026
Q1 		$6 Hold
1
– – ﹤0.01% 2734
2025
Q4 		$12 Buy
+1
New +$16 ﹤0.01% 2745

Other funds holding OPRX

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KCM
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
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
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

Pinnacle Wealth Planning Services's OPRX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its OptimizeRx (OPRX) position steady in Q2 2026 at 1 share worth $6. The position accounts for ﹤0.01% of the portfolio, ranked #2749.

Pinnacle Wealth Planning Services first reported a position in OPRX in Q4 2025 and has held it in 3 quarters since. The position peaked at $12 in Q4 2025. 113 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1 share of OptimizeRx worth $6 as of Q2 2026.
  • Pinnacle Wealth Planning Services left its OptimizeRx share count unchanged in Q2 2026.
  • OptimizeRx made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2749 holding.
  • Pinnacle Wealth Planning Services first reported a position in OptimizeRx in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's OptimizeRx position peaked at $12 in Q4 2025.
  • 113 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.