UBS Group
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UBS Group’s OptimizeRx OPRX Stock Holding History

UBS Group’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 		$318K Sell
55,524
-23,737
-30% -$136K ﹤0.01% 6507
2026
Q1 		$498K Buy
79,261
+44,301
+127% +$411K ﹤0.01% 6088
2025
Q4 		$429K Buy
34,960
+874
+3% +$14.3K ﹤0.01% 6177
2025
Q3 		$699K Sell
34,086
-68,565
-67% -$1.09M ﹤0.01% 5843
2025
Q2 		$1.39M Buy
102,651
+90,516
+746% +$990K ﹤0.01% 5157
2025
Q1 		$105K Sell
12,135
-14,235
-54% -$87K ﹤0.01% 7015
2024
Q4 		$128K Buy
26,370
+18,102
+219% +$101K ﹤0.01% 6723
2024
Q3 		$63.8K Buy
8,268
+2,933
+55% +$26.1K ﹤0.01% 6662
2024
Q2 		$53.4K Sell
5,335
-10,601
-67% -$116K ﹤0.01% 6644
2024
Q1 		$194K Buy
15,936
+1,110
+7% +$16.1K ﹤0.01% 5878
2023
Q4 		$212K Buy
14,826
+6,222
+72% +$59.7K ﹤0.01% 5749
2023
Q3 		$66.9K Sell
8,604
-990
-10% -$10.8K ﹤0.01% 6099
2023
Q2 		$137K Buy
9,594
+4,628
+93% +$65.9K ﹤0.01% 5760
2023
Q1 		$72.7K Sell
4,966
-306
-6% -$5.12K ﹤0.01% 6160
2022
Q4 		$88.6K Buy
5,272
+3,275
+164% +$56.6K ﹤0.01% 6220
2022
Q3 		$29K Buy
1,997
+1,485
+290% +$29.4K ﹤0.01% 6924
2022
Q2 		$14K Sell
512
-18,692
-97% -$554K ﹤0.01% 7412
2022
Q1 		$724K Buy
19,204
+13,071
+213% +$579K ﹤0.01% 4408
2021
Q4 		$381K Buy
6,133
+2,208
+56% +$167K ﹤0.01% 5197
2021
Q3 		$336K Sell
3,925
-115
-3% -$7.21K ﹤0.01% 4976
2021
Q2 		$250K Buy
4,040
+2,686
+198% +$137K ﹤0.01% 5198
2021
Q1 		$66K Sell
1,354
-2,224
-62% -$107K ﹤0.01% 6283
2020
Q4 		$111K Buy
3,578
+3,497
+4,317% +$85.7K ﹤0.01% 5623
2020
Q3 		$2K Sell
81
-5,786
-99% -$99.3K ﹤0.01% 7679
2020
Q2 		$76K Sell
5,867
-2,668
-31% -$29K ﹤0.01% 5524
2020
Q1 		$77K Sell
8,535
-8,465
-50% -$80.3K ﹤0.01% 5498
2019
Q4 		$175K Buy
17,000
+4,397
+35% +$49.8K ﹤0.01% 5685
2019
Q3 		$182K Buy
12,603
+10,441
+483% +$162K ﹤0.01% 5318
2019
Q2 		$35K Buy
+2,162
New +$29.2K ﹤0.01% 6213

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

UBS Group's OPRX Position: Q2 2026 in Review

UBS Group reduced its OptimizeRx (OPRX) stake by 30% in Q2 2026, selling an estimated $136K and leaving 55,524 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #6507.

UBS Group first reported a position in OPRX in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.39M in Q2 2025. 112 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

  • UBS Group held 55,524 shares of OptimizeRx worth $318K as of Q2 2026.
  • UBS Group sold 23,737 OptimizeRx shares in Q2 2026, an estimated $136K.
  • OptimizeRx made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6507 holding.
  • UBS Group first reported a position in OptimizeRx in Q2 2019 and has held it in 29 quarters since.
  • UBS Group's OptimizeRx position peaked at $1.39M in Q2 2025.
  • 112 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.