Raymond James Financial’s OptimizeRx OPRX Stock Holding History

Raymond James Financial’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	-83,163	Closed	-$522K	–	5535
2026 Q1	$522K	Buy	83,163 +749	+0.9%	+$6.96K	﹤0.01%	4314
2025 Q4	$1.01M	Sell	82,414 -2,358	-3%	-$38.5K	﹤0.01%	3764
2025 Q3	$1.74M	Buy	84,772 +217	+0.3%	+$3.44K	﹤0.01%	3282
2025 Q2	$1.14M	Buy	+84,555	New	+$925K	﹤0.01%	3488

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

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 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

Raymond James Financial's OPRX Position: Q2 2026 in Review

Raymond James Financial sold out of OptimizeRx (OPRX) in Q2 2026, closing a stake of 83,163 shares — an estimated $522K sold.

Raymond James Financial first reported a position in OPRX in Q2 2025 and held it in 4 quarters. The position peaked at $1.74M in Q3 2025. 112 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

Raymond James Financial reported no remaining OptimizeRx position as of Q2 2026 after selling out during the quarter.
Raymond James Financial sold 83,163 OptimizeRx shares in Q2 2026, an estimated $522K.
Raymond James Financial first reported a position in OptimizeRx in Q2 2025 and held it in 4 quarters.
Raymond James Financial's OptimizeRx position peaked at $1.74M in Q3 2025.
112 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.