Northwestern Mutual Wealth Management
ADV icon

Northwestern Mutual Wealth Management’s Advantage Solutions ADV Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio ADV Stock Details ADV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-951
Closed -$31.4K – 3795
2025
Q2 		$31.4K Buy
+951
New +$31.3K ﹤0.01% 2408
2024
Q4 		– Sell
-32
Closed -$2.74K – 3590
2024
Q3 		$2.74K Buy
+32
New +$2.95K ﹤0.01% 3056

Other funds holding ADV

LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
CMHI
CVC Management Holdings II St. Helier, Jersey $420M AUM 0.05% 1-Year Est. Return
AP
Atairos Partners Bryn Mawr, Pennsylvania $35.2M AUM 32.88% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Northwestern Mutual Wealth Management sold out of Advantage Solutions (ADV) in Q3 2025, closing a stake of 951 shares — an estimated $31.4K sold.

Northwestern Mutual Wealth Management first reported a position in ADV in Q3 2024 and held it in 2 quarters. The position peaked at $31.4K in Q2 2025. 117 funds tracked by Wall St. Rank hold ADV as of Q3 2025.

  • Northwestern Mutual Wealth Management reported no remaining Advantage Solutions position as of Q3 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 951 Advantage Solutions shares in Q3 2025, an estimated $31.4K.
  • Northwestern Mutual Wealth Management first reported a position in Advantage Solutions in Q3 2024 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Advantage Solutions position peaked at $31.4K in Q2 2025.
  • 117 funds tracked by Wall St. Rank held Advantage Solutions as of Q3 2025.

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