Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Cornerstone Strategic Value Fund CLM Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio CLM Stock Details CLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$41K Buy
5,628
+3,720
+195% +$29.2K ﹤0.01% 2517
2025
Q4 		$16K Sell
1,908
-3,739
-66% -$30.9K ﹤0.01% 2834
2025
Q3 		$46.8K Sell
5,647
-4,108
-42% -$33.4K ﹤0.01% 2350
2025
Q2 		$79.2K Sell
9,755
-4,588
-32% -$33.9K ﹤0.01% 2080
2025
Q1 		$105K Hold
14,343
– – ﹤0.01% 1909
2024
Q4 		$121K Sell
14,343
-4,533
-24% -$37.4K ﹤0.01% 1845
2024
Q3 		$143K Hold
18,876
– – ﹤0.01% 1757
2024
Q2 		$143K Buy
+18,876
New +$140K ﹤0.01% 1684
2023
Q3 		– Sell
-3,608
Closed -$29.8K – 3318
2023
Q2 		$29.8K Buy
+3,608
New +$28.1K ﹤0.01% 2171
2022
Q2 		– Sell
-1,500
Closed -$21K – 3210
2022
Q1 		$21K Hold
1,500
– – ﹤0.01% 2291
2021
Q4 		$21K Sell
1,500
-3,657
-71% -$49.6K ﹤0.01% 2306
2021
Q3 		$65K Buy
5,157
+921
+22% +$11.2K ﹤0.01% 1797
2021
Q2 		$49K Buy
4,236
+574
+16% +$6.72K ﹤0.01% 1864
2021
Q1 		$48K Buy
3,662
+38
+1% +$482 ﹤0.01% 1749
2020
Q4 		$41K Buy
3,624
+175
+5% +$1.93K ﹤0.01% 1708
2020
Q3 		$37K Buy
3,449
+166
+5% +$1.78K ﹤0.01% 1593
2020
Q2 		$33K Sell
3,283
-2,546
-44% -$24.1K ﹤0.01% 1565
2020
Q1 		$47K Buy
5,829
+276
+5% +$2.81K ﹤0.01% 1405
2019
Q4 		$61K Buy
5,553
+286
+5% +$3.15K ﹤0.01% 1389
2019
Q3 		$58K Sell
5,267
-2,559
-33% -$29.2K ﹤0.01% 1367
2019
Q2 		$89K Sell
7,826
-4,644
-37% -$54.6K ﹤0.01% 1170
2019
Q1 		$149K Buy
12,470
+485
+4% +$5.77K ﹤0.01% 949
2018
Q4 		$132K Buy
11,985
+792
+7% +$9.57K ﹤0.01% 908
2018
Q3 		$154K Buy
+11,193
New +$155K ﹤0.01% 891
2018
Q2 		– Sell
-9,979
Closed -$150K – 2369
2018
Q1 		$150K Buy
+9,979
New +$154K ﹤0.01% 817

Other funds holding CLM

AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.29% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $551M AUM 34.68% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its Cornerstone Strategic Value Fund (CLM) stake by 195% in Q1 2026, buying an estimated $29.2K and bringing the position to 5,628 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #2517.

Northwestern Mutual Wealth Management first reported a position in CLM in Q1 2018 and has held it in 25 quarters since. The position peaked at $154K in Q3 2018. 138 funds tracked by Wall St. Rank hold CLM as of Q1 2026.

  • Northwestern Mutual Wealth Management held 5,628 shares of Cornerstone Strategic Value Fund worth $41K as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 3,720 Cornerstone Strategic Value Fund shares in Q1 2026, an estimated $29.2K.
  • Cornerstone Strategic Value Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2517 holding.
  • Northwestern Mutual Wealth Management first reported a position in Cornerstone Strategic Value Fund in Q1 2018 and has held it in 25 quarters since.
  • Northwestern Mutual Wealth Management's Cornerstone Strategic Value Fund position peaked at $154K in Q3 2018.
  • 138 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q1 2026.

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