Northwestern Mutual Wealth Management
AIO

Northwestern Mutual Wealth Management’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio AIO Stock Details AIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$110K Buy
3,925
+1,425
+57% +$36.5K ﹤0.01% 2233
2026
Q1 		$53.5K Hold
2,500
– – ﹤0.01% 2407
2025
Q4 		$54.4K Hold
2,500
– – ﹤0.01% 2364
2025
Q3 		$60.1K Buy
2,500
+1,500
+150% +$36.6K ﹤0.01% 2254
2025
Q2 		$24.8K Buy
+1,000
New +$22K ﹤0.01% 2500
2024
Q4 		– Sell
-705
Closed -$15.5K – 3593
2024
Q3 		$15.5K Buy
705
+560
+386% +$11.9K ﹤0.01% 2549
2024
Q2 		$3.15K Sell
145
-155
-52% -$3.1K ﹤0.01% 2993
2024
Q1 		$6.02K Sell
300
-3,181
-91% -$60.5K ﹤0.01% 2793
2023
Q4 		$60.6K Buy
+3,481
New +$57.9K ﹤0.01% 1978
2020
Q3 		– Sell
-1,000
Closed -$20K – 2515
2020
Q2 		$20K Hold
1,000
– – ﹤0.01% 1703
2020
Q1 		$16K Buy
+1,000
New +$18.5K ﹤0.01% 1754

Other funds holding AIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) stake by 57% in Q2 2026, buying an estimated $36.5K and bringing the position to 3,925 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #2233.

Northwestern Mutual Wealth Management first reported a position in AIO in Q1 2020 and has held it in 11 quarters since. 83 funds tracked by Wall St. Rank hold AIO as of Q2 2026.

  • Northwestern Mutual Wealth Management held 3,925 shares of Virtus Artificial Intelligence & Technology Opportunities Fund worth $110K as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 1,425 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q2 2026, an estimated $36.5K.
  • Virtus Artificial Intelligence & Technology Opportunities Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2233 holding.
  • Northwestern Mutual Wealth Management first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q1 2020 and has held it in 11 quarters since.
  • 83 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q2 2026.

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