Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s OptimizeRx OPRX Stock Holding History

Northwestern Mutual Wealth 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
Q1 		– Sell
-100
Closed -$1.23K – 4373
2025
Q4 		$1.23K Buy
+100
New +$1.63K ﹤0.01% 3592
2024
Q1 		– Sell
-3,109
Closed -$44.5K – 3738
2023
Q4 		$44.5K Buy
+3,109
New +$29.8K ﹤0.01% 2095
2023
Q3 		– Sell
-50
Closed -$715 – 3472
2023
Q2 		$715 Buy
+50
New +$712 ﹤0.01% 3130

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

Northwestern Mutual Wealth Management's OPRX Position: Q1 2026 in Review

Northwestern Mutual Wealth Management sold out of OptimizeRx (OPRX) in Q1 2026, closing a stake of 100 shares — an estimated $1.23K sold.

Northwestern Mutual Wealth Management first reported a position in OPRX in Q2 2023 and held it in 3 quarters. The position peaked at $44.5K in Q4 2023. 127 funds tracked by Wall St. Rank hold OPRX as of Q1 2026.

  • Northwestern Mutual Wealth Management reported no remaining OptimizeRx position as of Q1 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 100 OptimizeRx shares in Q1 2026, an estimated $1.23K.
  • Northwestern Mutual Wealth Management first reported a position in OptimizeRx in Q2 2023 and held it in 3 quarters.
  • Northwestern Mutual Wealth Management's OptimizeRx position peaked at $44.5K in Q4 2023.
  • 127 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.