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
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

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PAG
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Cambridge Investment Research Advisors
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UBS Group
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
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BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return