Northwestern Mutual Wealth Management
FIVN icon

Northwestern Mutual Wealth Management’s FIVE9 FIVN Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio FIVN Stock Details FIVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.42K Sell
301
-272
-47% -$5.37K ﹤0.01% 3282
2026
Q1 		$8.69K Sell
573
-2,049
-78% -$35.6K ﹤0.01% 3111
2025
Q4 		$52.6K Buy
2,622
+2,514
+2,328% +$53.4K ﹤0.01% 2376
2025
Q3 		$2.61K Sell
108
-2,449
-96% -$64.8K ﹤0.01% 3324
2025
Q2 		$67.7K Sell
2,557
-661
-21% -$17.2K ﹤0.01% 2140
2025
Q1 		$87.4K Buy
3,218
+3,190
+11,393% +$117K ﹤0.01% 1982
2024
Q4 		$1.14K Sell
28
-11
-28% -$397 ﹤0.01% 3278
2024
Q3 		$1.12K Buy
39
+2
+5% +$72 ﹤0.01% 3223
2024
Q2 		$1.63K Sell
37
-30
-45% -$1.56K ﹤0.01% 3144
2024
Q1 		$4.16K Hold
67
– – ﹤0.01% 2894
2023
Q4 		$5.27K Hold
67
– – ﹤0.01% 2849
2023
Q3 		$4.31K Buy
67
+17
+34% +$1.27K ﹤0.01% 2794
2023
Q2 		$4.12K Buy
50
+45
+900% +$3.02K ﹤0.01% 2840
2023
Q1 		$361 Buy
+5
New +$358 ﹤0.01% 3142
2022
Q3 		– Sell
-3
Closed – – 3197
2022
Q2 		$0 Sell
3
-3
-50% -$303 ﹤0.01% 3269
2022
Q1 		$1K Hold
6
– – ﹤0.01% 2986
2021
Q4 		$1K Sell
6
-2
-25% -$296 ﹤0.01% 3025
2021
Q3 		$1K Buy
8
+2
+33% +$365 ﹤0.01% 2918
2021
Q2 		$1K Buy
+6
New +$1.03K ﹤0.01% 2881
2020
Q4 		– Sell
-12
Closed -$2K – 2755
2020
Q3 		$2K Hold
12
– – ﹤0.01% 2340
2020
Q2 		$1K Hold
12
– – ﹤0.01% 2282
2020
Q1 		$1K Buy
+12
New +$855 ﹤0.01% 2390

Other funds holding FIVN

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Northwestern Mutual Wealth Management reduced its FIVE9 (FIVN) stake by 47% in Q2 2026, selling an estimated $5.37K and leaving 301 shares worth $6.42K. The position accounts for ﹤0.01% of the portfolio, ranked #3282.

Northwestern Mutual Wealth Management first reported a position in FIVN in Q1 2020 and has held it in 22 quarters since. The position peaked at $87.4K in Q1 2025. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Northwestern Mutual Wealth Management held 301 shares of FIVE9 worth $6.42K as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 272 FIVE9 shares in Q2 2026, an estimated $5.37K.
  • FIVE9 made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3282 holding.
  • Northwestern Mutual Wealth Management first reported a position in FIVE9 in Q1 2020 and has held it in 22 quarters since.
  • Northwestern Mutual Wealth Management's FIVE9 position peaked at $87.4K in Q1 2025.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

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