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 Q2	$286	Buy	+50	New	+$287	﹤0.01%	3927
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 $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

Northwestern Mutual Wealth Management's OPRX Position: Q2 2026 in Review

Northwestern Mutual Wealth Management opened a new position in OptimizeRx (OPRX) in Q2 2026: 50 shares worth $286. The stake represents ﹤0.01% of the portfolio and ranks #3927 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in OPRX as recently as Q4 2025.

Northwestern Mutual Wealth Management first reported a position in OPRX in Q2 2023 and has held it in 4 quarters since. The position peaked at $44.5K in Q4 2023. 112 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

Northwestern Mutual Wealth Management held 50 shares of OptimizeRx worth $286 as of Q2 2026.
OptimizeRx was a new Northwestern Mutual Wealth Management position in Q2 2026.
OptimizeRx made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3927 holding.
Northwestern Mutual Wealth Management first reported a position in OptimizeRx in Q2 2023 and has held it in 4 quarters since.
Northwestern Mutual Wealth Management's OptimizeRx position peaked at $44.5K in Q4 2023.
112 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.