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Twin Peaks Wealth Advisors’s OptimizeRx OPRX Stock Holding History

Twin Peaks Wealth Advisors’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
2025
Q3 		– Sell
-3
Closed -$49 – 1495
2025
Q2 		$49 Buy
+3
New +$33 ﹤0.01% 2191

Other funds holding OPRX

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
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
PHP
Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Twin Peaks Wealth Advisors's OPRX Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of OptimizeRx (OPRX) in Q3 2025, closing a stake of 3 shares — an estimated $49 sold.

Twin Peaks Wealth Advisors first reported a position in OPRX in Q2 2025 and held it in 1 quarter. The position peaked at $49 in Q2 2025. 125 funds tracked by Wall St. Rank hold OPRX as of Q3 2025.

  • Twin Peaks Wealth Advisors reported no remaining OptimizeRx position as of Q3 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 3 OptimizeRx shares in Q3 2025, an estimated $49.
  • Twin Peaks Wealth Advisors first reported a position in OptimizeRx in Q2 2025 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's OptimizeRx position peaked at $49 in Q2 2025.
  • 125 funds tracked by Wall St. Rank held OptimizeRx as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.