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Rothschild Investment LLC’s OptimizeRx OPRX Stock Holding History

Rothschild Investment LLC’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 		$1.46K Buy
255
+190
+292% +$1.09K ﹤0.01% 2892
2026
Q1 		$408 Buy
65
+60
+1,200% +$557 ﹤0.01% 3183
2025
Q4 		$61 Buy
+5
New +$82 ﹤0.01% 3252

Other funds holding OPRX

RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PAWC
P.A.W. Capital Greenwich, Connecticut $131M AUM 46.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Rothschild Investment LLC's OPRX Position: Q2 2026 in Review

Rothschild Investment LLC increased its OptimizeRx (OPRX) stake by 292% in Q2 2026, buying an estimated $1.09K and bringing the position to 255 shares worth $1.46K. The position accounts for ﹤0.01% of the portfolio, ranked #2892.

Rothschild Investment LLC first reported a position in OPRX in Q4 2025 and has held it in 3 quarters since. 34 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

  • Rothschild Investment LLC held 255 shares of OptimizeRx worth $1.46K as of Q2 2026.
  • Rothschild Investment LLC bought 190 OptimizeRx shares in Q2 2026, an estimated $1.09K.
  • OptimizeRx made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2892 holding.
  • Rothschild Investment LLC first reported a position in OptimizeRx in Q4 2025 and has held it in 3 quarters since.
  • 34 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.