Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Omega Flex OFLX Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio OFLX Stock Details OFLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-17
Closed -$550 – 3980
2025
Q2 		$550 Buy
+17
New +$546 ﹤0.01% 3438
2023
Q1 		– Sell
-19
Closed -$1.77K – 3521
2022
Q4 		$1.77K Buy
+19
New +$1.8K ﹤0.01% 2969

Other funds holding OFLX

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Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northwestern Mutual Wealth Management's OFLX Position: Q3 2025 in Review

Northwestern Mutual Wealth Management sold out of Omega Flex (OFLX) in Q3 2025, closing a stake of 17 shares — an estimated $550 sold.

Northwestern Mutual Wealth Management first reported a position in OFLX in Q4 2022 and held it in 2 quarters. The position peaked at $1.77K in Q4 2022. 104 funds tracked by Wall St. Rank hold OFLX as of Q3 2025.

  • Northwestern Mutual Wealth Management reported no remaining Omega Flex position as of Q3 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 17 Omega Flex shares in Q3 2025, an estimated $550.
  • Northwestern Mutual Wealth Management first reported a position in Omega Flex in Q4 2022 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Omega Flex position peaked at $1.77K in Q4 2022.
  • 104 funds tracked by Wall St. Rank held Omega Flex as of Q3 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.