Vanguard Portfolio Management
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Vanguard Portfolio Management’s OptimizeRx OPRX Stock Holding History

Vanguard Portfolio 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
Q2 		$970K Sell
169,538
-161,499
-49% -$928K ﹤0.01% 2967
2026
Q1 		$2.08M Buy
+331,037
New +$3.07M ﹤0.01% 2587

Other funds holding OPRX

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
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
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
BAM
Bullseye Asset Management Denver, Colorado $197M AUM 20.63% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management's OPRX Position: Q2 2026 in Review

Vanguard Portfolio Management reduced its OptimizeRx (OPRX) stake by 49% in Q2 2026, selling an estimated $928K and leaving 169,538 shares worth $970K. The position accounts for ﹤0.01% of the portfolio, ranked #2967.

Vanguard Portfolio Management first reported a position in OPRX in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.08M in Q1 2026. 105 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

  • Vanguard Portfolio Management held 169,538 shares of OptimizeRx worth $970K as of Q2 2026.
  • Vanguard Portfolio Management sold 161,499 OptimizeRx shares in Q2 2026, an estimated $928K.
  • OptimizeRx made up ﹤0.01% of Vanguard Portfolio Management's portfolio in Q2 2026, its #2967 holding.
  • Vanguard Portfolio Management first reported a position in OptimizeRx in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Portfolio Management's OptimizeRx position peaked at $2.08M in Q1 2026.
  • 105 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on Vanguard Portfolio Management's 13F filing for Q2 2026, filed 13 Aug 2026.