Northwestern Mutual Wealth Management’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio BTX Stock Details BTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$29.6K	Buy	3,278 +2,043	+165%	+$17K	﹤0.01%	2717
2026 Q1	$8.15K	Hold	1,235	–	–	﹤0.01%	3143
2025 Q4	$8.14K	Buy	1,235 +150	+14%	+$1.01K	﹤0.01%	3066
2025 Q3	$7.27K	Buy	1,085 +205	+23%	+$1.47K	﹤0.01%	3013
2025 Q2	$6.46K	Buy	+880	New	+$5.82K	﹤0.01%	2936
2025 Q1	–	Sell	-500	Closed	-$3.72K	–	3987
2024 Q4	$3.72K	Buy	500 +371	+288%	+$2.85K	﹤0.01%	3029
2024 Q3	$974	Buy	+129	New	+$944	﹤0.01%	3252
2023 Q4	–	Sell	-2,094	Closed	-$14.6K	–	3704
2023 Q3	$14.6K	Buy	+2,094	New	+$16K	﹤0.01%	2413
2023 Q2	–	Sell	-334	Closed	-$2.68K	–	3651
2023 Q1	$2.68K	Buy	+334	New	+$2.49K	﹤0.01%	2890
2022 Q4	–	Sell	-2,000	Closed	-$15K	–	3493
2022 Q3	$15K	Sell	2,000 -10,760	-84%	-$90K	﹤0.01%	2340
2022 Q2	$101K	Buy	+12,760	New	+$115K	﹤0.01%	1644
2021 Q3	–	Sell	-1,500	Closed	-$30K	–	3249
2021 Q2	$30K	Buy	+1,500	New	+$31.2K	﹤0.01%	2039

Other funds holding BTX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

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

Northwestern Mutual Wealth Management increased its BlackRock Technology and Private Equity Term Trust (BTX) stake by 165% in Q2 2026, buying an estimated $17K and bringing the position to 3,278 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2717.

Northwestern Mutual Wealth Management first reported a position in BTX in Q2 2021 and has held it in 12 quarters since. The position peaked at $101K in Q2 2022. 119 funds tracked by Wall St. Rank hold BTX as of Q2 2026.

Northwestern Mutual Wealth Management held 3,278 shares of BlackRock Technology and Private Equity Term Trust worth $29.6K as of Q2 2026.
Northwestern Mutual Wealth Management bought 2,043 BlackRock Technology and Private Equity Term Trust shares in Q2 2026, an estimated $17K.
BlackRock Technology and Private Equity Term Trust made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2717 holding.
Northwestern Mutual Wealth Management first reported a position in BlackRock Technology and Private Equity Term Trust in Q2 2021 and has held it in 12 quarters since.
Northwestern Mutual Wealth Management's BlackRock Technology and Private Equity Term Trust position peaked at $101K in Q2 2022.
119 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2026.

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