Northwestern Mutual Wealth Management
CION icon

Northwestern Mutual Wealth Management’s CION Investment CION Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio CION Stock Details CION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.5K Sell
3,133
-533
-15% -$3.73K ﹤0.01% 2884
2026
Q1 		$25.1K Sell
3,666
-5,206
-59% -$43.7K ﹤0.01% 2720
2025
Q4 		$85.8K Buy
8,872
+5,739
+183% +$55.3K ﹤0.01% 2198
2025
Q3 		$29.7K Hold
3,133
– – ﹤0.01% 2527
2025
Q2 		$30K Hold
3,133
– – ﹤0.01% 2427
2025
Q1 		$32.4K Hold
3,133
– – ﹤0.01% 2330
2024
Q4 		$35.7K Hold
3,133
– – ﹤0.01% 2306
2024
Q3 		$37.3K Sell
3,133
-717
-19% -$8.65K ﹤0.01% 2265
2024
Q2 		$46.7K Hold
3,850
– – ﹤0.01% 2108
2024
Q1 		$42.4K Sell
3,850
-1,507
-28% -$16.6K ﹤0.01% 2146
2023
Q4 		$60.6K Buy
5,357
+515
+11% +$5.47K ﹤0.01% 1977
2023
Q3 		$51.2K Buy
4,842
+935
+24% +$10.1K ﹤0.01% 1965
2023
Q2 		$40.6K Buy
3,907
+1
+0% +$10 ﹤0.01% 2058
2023
Q1 		$38.5K Buy
3,906
+4
+0.1% +$42 ﹤0.01% 2038
2022
Q4 		$38K Sell
3,902
-19,082
-83% -$185K ﹤0.01% 2004
2022
Q3 		$196K Buy
22,984
+6,861
+43% +$64.4K ﹤0.01% 1400
2022
Q2 		$140K Buy
16,123
+9,279
+136% +$99.7K ﹤0.01% 1519
2022
Q1 		$101K Sell
6,844
-1,565
-19% -$20.3K ﹤0.01% 1692
2021
Q4 		$110K Buy
+8,409
New +$108K ﹤0.01% 1668

Other funds holding CION

BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.53B AUM 18.8% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Northwestern Mutual Wealth Management reduced its CION Investment (CION) stake by 15% in Q2 2026, selling an estimated $3.73K and leaving 3,133 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2884.

Northwestern Mutual Wealth Management first reported a position in CION in Q4 2021 and has held it in 19 quarters since. The position peaked at $196K in Q3 2022. 138 funds tracked by Wall St. Rank hold CION as of Q2 2026.

  • Northwestern Mutual Wealth Management held 3,133 shares of CION Investment worth $19.5K as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 533 CION Investment shares in Q2 2026, an estimated $3.73K.
  • CION Investment made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2884 holding.
  • Northwestern Mutual Wealth Management first reported a position in CION Investment in Q4 2021 and has held it in 19 quarters since.
  • Northwestern Mutual Wealth Management's CION Investment position peaked at $196K in Q3 2022.
  • 138 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

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