Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s AvePoint AVPT Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio AVPT Stock Details AVPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-734
Closed -$10.2K – 4141
2025
Q4 		$10.2K Buy
+734
New +$10.1K ﹤0.01% 2984
2022
Q1 		– Sell
-213
Closed -$1K – 3095
2021
Q4 		$1K Buy
+213
New +$1.65K ﹤0.01% 2999

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Northwestern Mutual Wealth Management sold out of AvePoint (AVPT) in Q1 2026, closing a stake of 734 shares — an estimated $10.2K sold.

Northwestern Mutual Wealth Management first reported a position in AVPT in Q4 2021 and held it in 2 quarters. The position peaked at $10.2K in Q4 2025. 255 funds tracked by Wall St. Rank hold AVPT as of Q1 2026.

  • Northwestern Mutual Wealth Management reported no remaining AvePoint position as of Q1 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 734 AvePoint shares in Q1 2026, an estimated $10.2K.
  • Northwestern Mutual Wealth Management first reported a position in AvePoint in Q4 2021 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's AvePoint position peaked at $10.2K in Q4 2025.
  • 255 funds tracked by Wall St. Rank held AvePoint as of Q1 2026.

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