Northwestern Mutual Wealth Management
ARDC

Northwestern Mutual Wealth Management’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio ARDC Stock Details ARDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,033
Closed -$27K – 4133
2025
Q4 		$27K Buy
2,033
+2,000
+6,061% +$27.1K ﹤0.01% 2623
2025
Q3 		$464 Buy
+33
New +$478 ﹤0.01% 3639
2024
Q4 		– Sell
-327
Closed -$5K – 3613
2024
Q3 		$5K Buy
+327
New +$4.96K ﹤0.01% 2891
2023
Q3 		– Sell
-1,123
Closed -$13.8K – 3280
2023
Q2 		$13.8K Hold
1,123
– – ﹤0.01% 2445
2023
Q1 		$13.4K Sell
1,123
-2,288
-67% -$28.1K ﹤0.01% 2401
2022
Q4 		$39.5K Sell
3,411
-36,308
-91% -$429K ﹤0.01% 1991
2022
Q3 		$466K Buy
39,719
+11,687
+42% +$148K ﹤0.01% 1073
2022
Q2 		$342K Sell
28,032
-189,652
-87% -$2.54M ﹤0.01% 1202
2022
Q1 		$3.14M Buy
217,684
+187,821
+629% +$2.84M 0.01% 532
2021
Q4 		$487K Buy
29,863
+12,566
+73% +$202K ﹤0.01% 1088
2021
Q3 		$280K Buy
17,297
+9,036
+109% +$147K ﹤0.01% 1219
2021
Q2 		$133K Buy
8,261
+373
+5% +$5.83K ﹤0.01% 1475
2021
Q1 		$118K Sell
7,888
-4,539
-37% -$67.1K ﹤0.01% 1427
2020
Q4 		$178K Buy
+12,427
New +$165K ﹤0.01% 1183
2020
Q2 		– Sell
-2,478
Closed -$27K – 2373
2020
Q1 		$27K Sell
2,478
-99,220
-98% -$1.42M ﹤0.01% 1593
2019
Q4 		$1.56M Sell
101,698
-2,399
-2% -$35.5K 0.01% 435
2019
Q3 		$1.55M Buy
104,097
+27,988
+37% +$423K 0.01% 421
2019
Q2 		$1.15M Buy
76,109
+32,241
+73% +$487K ﹤0.01% 450
2019
Q1 		$651K Buy
43,868
+34,341
+360% +$504K ﹤0.01% 550
2018
Q4 		$131K Buy
9,527
+6,942
+269% +$103K ﹤0.01% 911
2018
Q3 		$40K Buy
+2,585
New +$41.1K ﹤0.01% 1396
2014
Q4 		– Sell
-56
Closed -$1K – 1698
2014
Q3 		$1K Buy
+56
New +$986 ﹤0.01% 1238

Other funds holding ARDC

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

Northwestern Mutual Wealth Management sold out of Are Dynamic Credit Allocation Fund (ARDC) in Q1 2026, closing a stake of 2,033 shares — an estimated $27K sold.

Northwestern Mutual Wealth Management first reported a position in ARDC in Q3 2014 and held it in 22 quarters. The position peaked at $3.14M in Q1 2022. 66 funds tracked by Wall St. Rank hold ARDC as of Q1 2026.

  • Northwestern Mutual Wealth Management reported no remaining Are Dynamic Credit Allocation Fund position as of Q1 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 2,033 Are Dynamic Credit Allocation Fund shares in Q1 2026, an estimated $27K.
  • Northwestern Mutual Wealth Management first reported a position in Are Dynamic Credit Allocation Fund in Q3 2014 and held it in 22 quarters.
  • Northwestern Mutual Wealth Management's Are Dynamic Credit Allocation Fund position peaked at $3.14M in Q1 2022.
  • 66 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q1 2026.

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