Northwestern Mutual Wealth Management’s ProShares Large Cap Core Plus CSM Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio CSM Stock Details CSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$574K	Sell	6,737 -954	-12%	-$79.4K	﹤0.01%	1606
2026 Q1	$575K	Buy	7,691 +7	+0.1%	+$549	﹤0.01%	1519
2025 Q4	$612K	Buy	7,684 +7	+0.1%	+$547	﹤0.01%	1462
2025 Q3	$588K	Buy	7,677 +13	+0.2%	+$953	﹤0.01%	1415
2025 Q2	$540K	Sell	7,664 -8	-0.1%	-$522	﹤0.01%	1362
2025 Q1	$489K	Hold	7,672	–	–	﹤0.01%	1336
2024 Q4	$507K	Hold	7,672	–	–	﹤0.01%	1319
2024 Q3	$502K	Sell	7,672 -433	-5%	-$27.2K	﹤0.01%	1300
2024 Q2	$503K	Buy	8,105 +217	+3%	+$13K	﹤0.01%	1248
2024 Q1	$479K	Sell	7,888 -204	-3%	-$11.7K	﹤0.01%	1263
2023 Q4	$443K	Buy	8,092 +3,086	+62%	+$157K	﹤0.01%	1254
2023 Q3	$244K	Buy	5,006 +7	+0.1%	+$358	﹤0.01%	1393
2023 Q2	$255K	Buy	4,999 +1,192	+31%	+$57.6K	﹤0.01%	1377
2023 Q1	$181K	Sell	3,807 -1,047	-22%	-$49.4K	﹤0.01%	1472
2022 Q4	$218K	Buy	4,854 +109	+2%	+$4.97K	﹤0.01%	1391
2022 Q3	$200K	Sell	4,745 -654	-12%	-$30.7K	﹤0.01%	1394
2022 Q2	$241K	Buy	5,399 +8	+0.1%	+$393	﹤0.01%	1330
2022 Q1	$290K	Buy	5,391 +1,103	+26%	+$58.4K	﹤0.01%	1299
2021 Q4	$239K	Buy	4,288 +206	+5%	+$11K	﹤0.01%	1359
2021 Q3	$204K	Buy	4,082 +4	+0.1%	+$205	﹤0.01%	1334
2021 Q2	$202K	Buy	4,078 +6	+0.1%	+$289	﹤0.01%	1313
2021 Q1	$186K	Buy	4,072 +4	+0.1%	+$176	﹤0.01%	1267
2020 Q4	$172K	Buy	4,068 +8	+0.2%	+$320	﹤0.01%	1201
2020 Q3	$155K	Sell	4,060 -84	-2%	-$3.17K	﹤0.01%	1114
2020 Q2	$148K	Buy	4,144 +2,488	+150%	+$83.7K	﹤0.01%	1073
2020 Q1	$49K	Hold	1,656	–	–	﹤0.01%	1389
2019 Q4	$64K	Hold	1,656	–	–	﹤0.01%	1360
2019 Q3	$59K	Buy	+1,656	New	+$58.5K	﹤0.01%	1361
2019 Q2	–	Sell	-64	Closed	-$2K	–	2532
2019 Q1	$2K	Hold	64	–	–	﹤0.01%	2297
2018 Q4	$2K	Hold	64	–	–	﹤0.01%	2180
2018 Q3	$2K	Hold	64	–	–	﹤0.01%	2263
2018 Q2	$2K	Buy	+64	New	+$2.16K	﹤0.01%	2158
2014 Q3	–	Sell	-256	Closed	-$6K	–	1338
2014 Q2	$6K	Buy	+256	New	+$5.89K	﹤0.01%	977

Other funds holding CSM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Northwestern Mutual Wealth Management reduced its ProShares Large Cap Core Plus (CSM) stake by 12% in Q2 2026, selling an estimated $79.4K and leaving 6,737 shares worth $574K. The position accounts for ﹤0.01% of the portfolio, ranked #1606.

Northwestern Mutual Wealth Management first reported a position in CSM in Q2 2014 and has held it in 33 quarters since. The position peaked at $612K in Q4 2025. 104 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

Northwestern Mutual Wealth Management held 6,737 shares of ProShares Large Cap Core Plus worth $574K as of Q2 2026.
Northwestern Mutual Wealth Management sold 954 ProShares Large Cap Core Plus shares in Q2 2026, an estimated $79.4K.
ProShares Large Cap Core Plus made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1606 holding.
Northwestern Mutual Wealth Management first reported a position in ProShares Large Cap Core Plus in Q2 2014 and has held it in 33 quarters since.
Northwestern Mutual Wealth Management's ProShares Large Cap Core Plus position peaked at $612K in Q4 2025.
104 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

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