UMB Private Wealth Management’s OptimizeRx OPRX Stock Holding History

UMB Private Wealth Management’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	$19.2K	Buy	+2,300	New	+$16.6K	0.02%	263

Other funds holding OPRX

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Kennedy Capital Management St Louis, Missouri $5.31B AUM 40.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

MBAM

Mink Brook Asset Management West Palm Beach, Florida $212M AUM 53.36% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

AIC

AWM Investment Company New York $1.04B AUM 103.31% 1-Year Est. Return

Bullseye Asset Management Denver, Colorado $194M AUM 36.39% 1-Year Est. Return

UMB Private Wealth Management's OPRX Position: Q3 2026 in Review

UMB Private Wealth Management opened a new position in OptimizeRx (OPRX) in Q3 2026: 2,300 shares worth $19.2K. The stake represents 0.02% of the portfolio and ranks #263 among its holdings.

74 funds tracked by Wall St. Rank hold OPRX as of Q3 2026.

UMB Private Wealth Management held 2,300 shares of OptimizeRx worth $19.2K as of Q3 2026.
OptimizeRx was a new UMB Private Wealth Management position in Q3 2026.
OptimizeRx made up 0.02% of UMB Private Wealth Management's portfolio in Q3 2026, its #263 holding.
74 funds tracked by Wall St. Rank held OptimizeRx as of Q3 2026.

Based on UMB Private Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.