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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
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

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KCM
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
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

True Wealth Design's OPRX Position: Q2 2026 in Review

True Wealth Design reduced its OptimizeRx (OPRX) stake by 35% in Q2 2026, selling an estimated $121 and leaving 39 shares worth $224. The position accounts for ﹤0.01% of the portfolio, ranked #2423.

True Wealth Design first reported a position in OPRX in Q1 2025 and has held it in 6 quarters since. The position peaked at $377 in Q1 2026. 113 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

  • True Wealth Design held 39 shares of OptimizeRx worth $224 as of Q2 2026.
  • True Wealth Design sold 21 OptimizeRx shares in Q2 2026, an estimated $121.
  • OptimizeRx made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2423 holding.
  • True Wealth Design first reported a position in OptimizeRx in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's OptimizeRx position peaked at $377 in Q1 2026.
  • 113 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.