Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Shift4 FOUR Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio FOUR Stock Details FOUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.71K Sell
39
-33
-46% -$1.82K ﹤0.01% 3643
2025
Q4 		$4.53K Buy
72
+33
+85% +$2.33K ﹤0.01% 3251
2025
Q3 		$3.02K Sell
39
-560
-93% -$52.1K ﹤0.01% 3283
2025
Q2 		$59.4K Sell
599
-425
-42% -$37.1K ﹤0.01% 2185
2025
Q1 		$83.7K Buy
1,024
+698
+214% +$71.9K ﹤0.01% 1996
2024
Q4 		$33.8K Sell
326
-323
-50% -$32.1K ﹤0.01% 2327
2024
Q3 		$57.5K Buy
649
+118
+22% +$8.94K ﹤0.01% 2107
2024
Q2 		$39K Buy
531
+402
+312% +$26.6K ﹤0.01% 2176
2024
Q1 		$8.52K Buy
129
+103
+396% +$7.75K ﹤0.01% 2687
2023
Q4 		$1.93K Buy
26
+16
+160% +$954 ﹤0.01% 3061
2023
Q3 		$554 Buy
+10
New +$610 ﹤0.01% 3107
2023
Q2 		– Sell
-46
Closed -$3.49K – 3430
2023
Q1 		$3.49K Buy
+46
New +$2.96K ﹤0.01% 2844
2022
Q3 		– Sell
-5
Closed – – 3202
2022
Q2 		$0 Buy
+5
New +$236 ﹤0.01% 3274

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DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM