Northwestern Mutual Wealth Management
CGBD icon

Northwestern Mutual Wealth Management’s Carlyle Secured Lending CGBD Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio CGBD Stock Details CGBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.7K Hold
1,530
– – ﹤0.01% 2870
2025
Q4 		$19.1K Hold
1,530
– – ﹤0.01% 2760
2025
Q3 		$19.1K Sell
1,530
-1,100
-42% -$15.1K ﹤0.01% 2693
2025
Q2 		$36K Buy
2,630
+1,100
+72% +$15.6K ﹤0.01% 2379
2025
Q1 		$24.8K Hold
1,530
– – ﹤0.01% 2430
2024
Q4 		$27.4K Sell
1,530
-602
-28% -$10.4K ﹤0.01% 2393
2024
Q3 		$36.2K Sell
2,132
-778
-27% -$13.4K ﹤0.01% 2275
2024
Q2 		$51.6K Buy
+2,910
New +$50.5K ﹤0.01% 2082

Other funds holding CGBD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

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

Northwestern Mutual Wealth Management held its Carlyle Secured Lending (CGBD) position steady in Q1 2026 at 1,530 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2870.

Northwestern Mutual Wealth Management first reported a position in CGBD in Q2 2024 and has held it in 8 quarters since. The position peaked at $51.6K in Q2 2024. 153 funds tracked by Wall St. Rank hold CGBD as of Q1 2026.

  • Northwestern Mutual Wealth Management held 1,530 shares of Carlyle Secured Lending worth $16.7K as of Q1 2026.
  • Northwestern Mutual Wealth Management left its Carlyle Secured Lending share count unchanged in Q1 2026.
  • Carlyle Secured Lending made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2870 holding.
  • Northwestern Mutual Wealth Management first reported a position in Carlyle Secured Lending in Q2 2024 and has held it in 8 quarters since.
  • Northwestern Mutual Wealth Management's Carlyle Secured Lending position peaked at $51.6K in Q2 2024.
  • 153 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q1 2026.

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