Steward Partners Investment Advisory’s OptimizeRx OPRX Stock Holding History

Steward Partners Investment Advisory’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	$5.72K	Hold	1,000	–	–	﹤0.01%	3923
2026 Q1	$6.28K	Hold	1,000	–	–	﹤0.01%	3730
2025 Q4	$12.3K	Hold	1,000	–	–	﹤0.01%	3360
2025 Q3	$20.5K	Hold	1,000	–	–	﹤0.01%	3081
2025 Q2	$13.5K	Hold	1,000	–	–	﹤0.01%	3073
2025 Q1	$8.66K	Buy	+1,000	New	+$6.11K	﹤0.01%	3157
2023 Q1	–	Sell	-100	Closed	-$1.68K	–	3391
2022 Q4	$1.68K	Hold	100	–	–	﹤0.01%	3054
2022 Q3	$1K	Hold	100	–	–	﹤0.01%	3151
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	2931
2022 Q1	$4K	Hold	100	–	–	﹤0.01%	2970
2021 Q4	$6K	Hold	100	–	–	﹤0.01%	2773
2021 Q3	$9K	Hold	100	–	–	﹤0.01%	2634
2021 Q2	$6K	Sell	100 -200	-67%	-$10.2K	﹤0.01%	6438
2021 Q1	$14.6K	Buy	300 +100	+50%	+$4.83K	﹤0.01%	2617
2020 Q4	$6K	Buy	+200	New	+$4.9K	﹤0.01%	2470

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

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

Steward Partners Investment Advisory's OPRX Position: Q2 2026 in Review

Steward Partners Investment Advisory held its OptimizeRx (OPRX) position steady in Q2 2026 at 1,000 shares worth $5.72K. The position accounts for ﹤0.01% of the portfolio, ranked #3923.

Steward Partners Investment Advisory first reported a position in OPRX in Q4 2020 and has held it in 15 quarters since. The position peaked at $20.5K in Q3 2025. 112 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

Steward Partners Investment Advisory held 1,000 shares of OptimizeRx worth $5.72K as of Q2 2026.
Steward Partners Investment Advisory left its OptimizeRx share count unchanged in Q2 2026.
OptimizeRx made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3923 holding.
Steward Partners Investment Advisory first reported a position in OptimizeRx in Q4 2020 and has held it in 15 quarters since.
Steward Partners Investment Advisory's OptimizeRx position peaked at $20.5K in Q3 2025.
112 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.