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Virtus ETF Advisers’s OptimizeRx OPRX Stock Holding History

Virtus ETF Advisers’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
Q1 		– Sell
-9,687
Closed -$119K – 525
2025
Q4 		$119K Sell
9,687
-15,500
-62% -$253K 0.06% 313
2025
Q3 		$516K Buy
25,187
+9,687
+62% +$154K 0.28% 101
2025
Q2 		$209K Buy
+15,500
New +$170K 0.13% 193

Other funds holding OPRX

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Virtus ETF Advisers's OPRX Position: Q1 2026 in Review

Virtus ETF Advisers sold out of OptimizeRx (OPRX) in Q1 2026, closing a stake of 9,687 shares — an estimated $119K sold.

Virtus ETF Advisers first reported a position in OPRX in Q2 2025 and held it in 3 quarters. The position peaked at $516K in Q3 2025. 128 funds tracked by Wall St. Rank hold OPRX as of Q1 2026.

  • Virtus ETF Advisers reported no remaining OptimizeRx position as of Q1 2026 after selling out during the quarter.
  • Virtus ETF Advisers sold 9,687 OptimizeRx shares in Q1 2026, an estimated $119K.
  • Virtus ETF Advisers first reported a position in OptimizeRx in Q2 2025 and held it in 3 quarters.
  • Virtus ETF Advisers's OptimizeRx position peaked at $516K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2026.

Based on Virtus ETF Advisers's 13F filing for Q1 2026, filed 14 May 2026.