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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
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 $288M AUM 44.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
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
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pinnacle Wealth Planning Services's OPRX Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its OptimizeRx (OPRX) position steady in Q1 2026 at 1 share worth $6. The position accounts for ﹤0.01% of the portfolio, ranked #2734.

Pinnacle Wealth Planning Services first reported a position in OPRX in Q4 2025 and has held it in 2 quarters since. The position peaked at $12 in Q4 2025. 128 funds tracked by Wall St. Rank hold OPRX as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1 share of OptimizeRx worth $6 as of Q1 2026.
  • Pinnacle Wealth Planning Services left its OptimizeRx share count unchanged in Q1 2026.
  • OptimizeRx made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2734 holding.
  • Pinnacle Wealth Planning Services first reported a position in OptimizeRx in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's OptimizeRx position peaked at $12 in Q4 2025.
  • 128 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.