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Portfolio (Quarterly) Guide ↗

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

· CIK 0001141802
13F Portfolio $158.1B AUM 4,007 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 539 New 1764 Added 1076 Reduced 321 Exited
Page 61 of 89  ·  1,764 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 WAT WATERS CORP Healthcare 531.0 $202K +64.0 +13.7% $379.83 -10.1%
1202 MODL VICTORY PORTFOLIOS II 4,227.0 $201K +244.0 +6.1% $47.52 +5.9%
1203 RVT ROYCE SMALL CAP TRUST INC Financial Services 12,417.0 $200K +1K +10.4% $16.10 +12.5%
1204 JMBS JANUS DETROIT STR TR 4,302.0 $197K +2K +61.7% $45.69 -1.7%
1205 SUI SUN CMNTYS INC Real Estate 1,585.0 $196K +1K +170.9% $123.91 -0.7%
1206 NNN NNN REIT INC Real Estate 4,938.0 $196K +3K +177.9% $39.63 +13.5%
1207 JPIN J P MORGAN EXCHANGE TRADED F 2,871.0 $196K +745.0 +35.0% $68.14 +9.1%
1208 REGCO REGENCY CTRS CORP Real Estate 2,834.0 $196K +1K +84.2% $69.02 -66.9%
1209 IBDZ ISHARES TR 7,414.0 $196K +4K +149.2% $26.37 -1.9%
1210 IOT SAMSARA INC Technology 5,370.0 $190K +67.0 +1.3% $35.45 -15.0%
1211 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 9,911.0 $190K +4K +56.5% $19.20 +5.2%
1212 GOVI INVESCO EXCH TRADED FD TR II 6,903.0 $190K +3K +67.2% $27.55 -3.1%
1213 POOL POOL CORP Industrials 828.0 $189K +8.0 +1.0% $228.72 -20.5%
1214 RB GLOBAL INC 1,821.0 $187K +225.0 +14.1% $102.87
1215 TPHD TIMOTHY PLAN 4,820.0 $186K +1K +31.2% $38.53 +7.5%
1216 KTB KONTOOR BRANDS INC Consumer Cyclical 3,024.0 $185K +27.0 +0.9% $61.09 +13.6%
1217 CHWY CHEWY INC Consumer Cyclical 5,581.0 $184K +341.0 +6.5% $33.05 -39.7%
1218 QQQI NEOS ETF TRUST 3,424.0 $184K +3K +1750.8% $53.86 +4.2%
1219 BYD BOYD GAMING CORP Consumer Cyclical 2,143.0 $183K +38.0 +1.8% $85.24 -6.6%
1220 WWD WOODWARD INC Industrials 604.0 $183K +68.0 +12.7% $302.37 +17.9%
Page 61 of 89  ·  1,764 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 42.6%
Technology 24.4%
Communication Services 8.2%
Consumer Cyclical 7.4%
Industrials 5.4%
Healthcare 4.8%
Consumer Defensive 2.9%
Energy 1.9%
Utilities 1.3%
Basic Materials 0.7%