Wealth Enhancement Advisory Services’s OptimizeRx OPRX Stock Holding History

Wealth Enhancement Advisory Services’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	$78.9K	Buy	+12,303	New	+$70.7K	﹤0.01%	3846

Other funds holding OPRX

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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 Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Wealth Enhancement Advisory Services's OPRX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in OptimizeRx (OPRX) in Q2 2026: 12,303 shares worth $78.9K. The stake represents ﹤0.01% of the portfolio and ranks #3846 among its holdings.

112 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

Wealth Enhancement Advisory Services held 12,303 shares of OptimizeRx worth $78.9K as of Q2 2026.
OptimizeRx was a new Wealth Enhancement Advisory Services position in Q2 2026.
OptimizeRx made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3846 holding.
112 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.