Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Franklin Covey FC Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio FC Stock Details FC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6
Closed -$225 – 3752
2024
Q4 		$225 Sell
6
-6
-50% -$231 ﹤0.01% 3444
2024
Q3 		$494 Sell
12
-38
-76% -$1.52K ﹤0.01% 3338
2024
Q2 		$1.9K Buy
+50
New +$1.88K ﹤0.01% 3113
2016
Q2 		– Sell
-754
Closed -$13K – 2105
2016
Q1 		$13K Buy
+754
New +$12.9K ﹤0.01% 1339

Other funds holding FC

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return

Northwestern Mutual Wealth Management's FC Position: Q1 2025 in Review

Northwestern Mutual Wealth Management sold out of Franklin Covey (FC) in Q1 2025, closing a stake of 6 shares — an estimated $225 sold.

Northwestern Mutual Wealth Management first reported a position in FC in Q1 2016 and held it in 4 quarters. The position peaked at $13K in Q1 2016. 131 funds tracked by Wall St. Rank hold FC as of Q1 2025.

  • Northwestern Mutual Wealth Management reported no remaining Franklin Covey position as of Q1 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 6 Franklin Covey shares in Q1 2025, an estimated $225.
  • Northwestern Mutual Wealth Management first reported a position in Franklin Covey in Q1 2016 and held it in 4 quarters.
  • Northwestern Mutual Wealth Management's Franklin Covey position peaked at $13K in Q1 2016.
  • 131 funds tracked by Wall St. Rank held Franklin Covey as of Q1 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.