True Wealth Design’s OptimizeRx OPRX Stock Holding History

True Wealth Design’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 Q3	–	Sell	-39	Closed	-$224	–	2728
2026 Q2	$224	Sell	39 -21	-35%	-$121	﹤0.01%	2423
2026 Q1	$377	Buy	60 +46	+329%	+$427	﹤0.01%	2149
2025 Q4	$172	Hold	14	–	–	﹤0.01%	2259
2025 Q3	$287	Hold	14	–	–	﹤0.01%	2203
2025 Q2	$189	Buy	14 +4	+40%	+$44	﹤0.01%	2092
2025 Q1	$87	Buy	+10	New	+$61	﹤0.01%	2241

Other funds holding OPRX

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

UPWML

UMB Private Wealth Management, LLC Kansas City, Missouri $103M AUM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

True Wealth Design's OPRX Position: Q3 2026 in Review

True Wealth Design sold out of OptimizeRx (OPRX) in Q3 2026, closing a stake of 39 shares — an estimated $224 sold.

True Wealth Design first reported a position in OPRX in Q1 2025 and held it in 6 quarters. The position peaked at $377 in Q1 2026. 9 funds tracked by Wall St. Rank hold OPRX as of Q3 2026.

True Wealth Design reported no remaining OptimizeRx position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 39 OptimizeRx shares in Q3 2026, an estimated $224.
True Wealth Design first reported a position in OptimizeRx in Q1 2025 and held it in 6 quarters.
True Wealth Design's OptimizeRx position peaked at $377 in Q1 2026.
9 funds tracked by Wall St. Rank held OptimizeRx as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.