Wells Fargo’s OptimizeRx OPRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $115K | Sell |
18,276
-10,627
| -37% | -$98.7K | ﹤0.01% | 5030 |
|
|
2025
Q4 | $354K | Buy |
28,903
+7,576
| +36% | +$124K | ﹤0.01% | 4719 |
|
|
2025
Q3 | $437K | Sell |
21,327
-3,203
| -13% | -$50.8K | ﹤0.01% | 4398 |
|
|
2025
Q2 | $331K | Buy |
24,530
+4,411
| +22% | +$48.3K | ﹤0.01% | 4432 |
|
|
2025
Q1 | $174K | Buy |
20,119
+8,911
| +80% | +$54.5K | ﹤0.01% | 4800 |
|
|
2024
Q4 | $54.5K | Buy |
11,208
+2,797
| +33% | +$15.6K | ﹤0.01% | 5455 |
|
|
2024
Q3 | $64.9K | Sell |
8,411
-213
| -2% | -$1.89K | ﹤0.01% | 5251 |
|
|
2024
Q2 | $86.2K | Buy |
8,624
+837
| +11% | +$9.19K | ﹤0.01% | 5017 |
|
|
2024
Q1 | $94.6K | Buy |
7,787
+583
| +8% | +$8.46K | ﹤0.01% | 4926 |
|
|
2023
Q4 | $103K | Buy |
7,204
+873
| +14% | +$8.38K | ﹤0.01% | 4878 |
|
|
2023
Q3 | $49.3K | Sell |
6,331
-3,615
| -36% | -$39.3K | ﹤0.01% | 5180 |
|
|
2023
Q2 | $142K | Buy |
9,946
+3,714
| +60% | +$52.9K | ﹤0.01% | 4795 |
|
|
2023
Q1 | $91.2K | Buy |
6,232
+988
| +19% | +$16.5K | ﹤0.01% | 4855 |
|
|
2022
Q4 | $88.1K | Sell |
5,244
-1,417
| -21% | -$24.5K | ﹤0.01% | 4597 |
|
|
2022
Q3 | $99K | Buy |
6,661
+1,919
| +40% | +$37.9K | ﹤0.01% | 4605 |
|
|
2022
Q2 | $130K | Sell |
4,742
-22,168
| -82% | -$657K | ﹤0.01% | 4493 |
|
|
2022
Q1 | $1.01M | Sell |
26,910
-10,248
| -28% | -$454K | ﹤0.01% | 3876 |
|
|
2021
Q4 | $2.31M | Buy |
37,158
+5,742
| +18% | +$435K | ﹤0.01% | 3356 |
|
|
2021
Q3 | $2.69M | Sell |
31,416
-7,821
| -20% | -$491K | ﹤0.01% | 3415 |
|
|
2021
Q2 | $2.43M | Sell |
39,237
-1,300
| -3% | -$66.2K | ﹤0.01% | 3511 |
|
|
2021
Q1 | $1.98M | Buy |
40,537
+9,276
| +30% | +$448K | ﹤0.01% | 3713 |
|
|
2020
Q4 | $974K | Sell |
31,261
-2,065
| -6% | -$50.6K | ﹤0.01% | 4056 |
|
|
2020
Q3 | $695K | Sell |
33,326
-4,917
| -13% | -$84.4K | ﹤0.01% | 4116 |
|
|
2020
Q2 | $498K | Buy |
38,243
+5,177
| +16% | +$56.3K | ﹤0.01% | 4325 |
|
|
2020
Q1 | $299K | Buy |
33,066
+7,934
| +32% | +$75.3K | ﹤0.01% | 4414 |
|
|
2019
Q4 | $258K | Buy |
25,132
+2,714
| +12% | +$30.8K | ﹤0.01% | 4808 |
|
|
2019
Q3 | $323K | Buy |
22,418
+8,856
| +65% | +$137K | ﹤0.01% | 4674 |
|
|
2019
Q2 | $219K | Buy |
13,562
+1,180
| +10% | +$15.9K | ﹤0.01% | 4928 |
|
|
2019
Q1 | $157K | Buy |
12,382
+1,898
| +18% | +$24.7K | ﹤0.01% | 4938 |
|
|
2018
Q4 | $115K | Buy |
10,484
+7,484
| +249% | +$111K | ﹤0.01% | 5219 |
|
|
2018
Q3 | $54K | Buy |
+3,000
| New | +$37.8K | ﹤0.01% | 5571 |
|
Other funds holding OPRX
WCA
RA
PHP
VCM
KCM
RHJA
Wells Fargo's OPRX Position: Q1 2026 in Review
Wells Fargo reduced its OptimizeRx (OPRX) stake by 37% in Q1 2026, selling an estimated $98.7K and leaving 18,276 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #5030.
Wells Fargo first reported a position in OPRX in Q3 2018 and has held it in 31 quarters since. The position peaked at $2.69M in Q3 2021. 127 funds tracked by Wall St. Rank hold OPRX as of Q1 2026.
- Wells Fargo held 18,276 shares of OptimizeRx worth $115K as of Q1 2026.
- Wells Fargo sold 10,627 OptimizeRx shares in Q1 2026, an estimated $98.7K.
- OptimizeRx made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #5030 holding.
- Wells Fargo first reported a position in OptimizeRx in Q3 2018 and has held it in 31 quarters since.
- Wells Fargo's OptimizeRx position peaked at $2.69M in Q3 2021.
- 127 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2026.
Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.