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Sunbelt Securities’s OptimizeRx OPRX Stock Holding History

Sunbelt Securities’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 		– Sell
-11
Closed -$135 – 3058
2025
Q4 		$135 Hold
11
– – ﹤0.01% 2494
2025
Q3 		$226 Buy
+11
New +$175 ﹤0.01% 2395

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

Sunbelt Securities's OPRX Position: Q1 2026 in Review

Sunbelt Securities sold out of OptimizeRx (OPRX) in Q1 2026, closing a stake of 11 shares — an estimated $135 sold.

Sunbelt Securities first reported a position in OPRX in Q3 2025 and held it in 2 quarters. The position peaked at $226 in Q3 2025. 127 funds tracked by Wall St. Rank hold OPRX as of Q1 2026.

  • Sunbelt Securities reported no remaining OptimizeRx position as of Q1 2026 after selling out during the quarter.
  • Sunbelt Securities sold 11 OptimizeRx shares in Q1 2026, an estimated $135.
  • Sunbelt Securities first reported a position in OptimizeRx in Q3 2025 and held it in 2 quarters.
  • Sunbelt Securities's OptimizeRx position peaked at $226 in Q3 2025.
  • 127 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.