Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Coda Octopus Group CODA Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio CODA Stock Details CODA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12
Closed -$75 – 3714
2025
Q1 		$75 Buy
+12
New +$91 ﹤0.01% 3552
2021
Q2 		– Sell
-1
Closed – – 3026
2021
Q1 		$0 Buy
+1
New +$7 ﹤0.01% 2792
2019
Q1 		– Sell
-1
Closed – – 2547
2018
Q4 		$0 Buy
+1
New +$6 ﹤0.01% 2419

Other funds holding CODA

RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Northwestern Mutual Wealth Management's CODA Position: Q2 2025 in Review

Northwestern Mutual Wealth Management sold out of Coda Octopus Group (CODA) in Q2 2025, closing a stake of 12 shares — an estimated $75 sold.

Northwestern Mutual Wealth Management first reported a position in CODA in Q4 2018 and held it in 3 quarters. The position peaked at $75 in Q1 2025. 37 funds tracked by Wall St. Rank hold CODA as of Q2 2025.

  • Northwestern Mutual Wealth Management reported no remaining Coda Octopus Group position as of Q2 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 12 Coda Octopus Group shares in Q2 2025, an estimated $75.
  • Northwestern Mutual Wealth Management first reported a position in Coda Octopus Group in Q4 2018 and held it in 3 quarters.
  • Northwestern Mutual Wealth Management's Coda Octopus Group position peaked at $75 in Q1 2025.
  • 37 funds tracked by Wall St. Rank held Coda Octopus Group as of Q2 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.