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Root Financial Partners’s OptimizeRx OPRX Stock Holding History

Root Financial Partners’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
-28
Closed -$176 – 2314
2026
Q1 		$176 Buy
+28
New +$260 ﹤0.01% 3179

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KCM
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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

Root Financial Partners's OPRX Position: Q2 2026 in Review

Root Financial Partners sold out of OptimizeRx (OPRX) in Q2 2026, closing a stake of 28 shares — an estimated $176 sold.

Root Financial Partners first reported a position in OPRX in Q1 2026 and held it in 1 quarter. The position peaked at $176 in Q1 2026. 112 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

  • Root Financial Partners reported no remaining OptimizeRx position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 28 OptimizeRx shares in Q2 2026, an estimated $176.
  • Root Financial Partners first reported a position in OptimizeRx in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's OptimizeRx position peaked at $176 in Q1 2026.
  • 112 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.