Northwestern Mutual Wealth Management
GDO

Northwestern Mutual Wealth Management’s Western Asset Global Corporate Defined Opportunity Fund GDO Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio GDO Stock Details GDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,762
Closed -$44.7K – 4101
2025
Q3 		$44.7K Sell
3,762
-136
-3% -$1.61K ﹤0.01% 2374
2025
Q2 		$46K Buy
3,898
+365
+10% +$4.14K ﹤0.01% 2296
2025
Q1 		$40.9K Buy
3,533
+75
+2% +$852 ﹤0.01% 2251
2024
Q4 		$39.2K Buy
3,458
+139
+4% +$1.65K ﹤0.01% 2266
2024
Q3 		$42.7K Buy
3,319
+95
+3% +$1.2K ﹤0.01% 2216
2024
Q2 		$39.4K Buy
3,224
+80
+3% +$976 ﹤0.01% 2172
2024
Q1 		$39.2K Buy
3,144
+50
+2% +$628 ﹤0.01% 2173
2023
Q4 		$39.5K Buy
3,094
+25
+0.8% +$297 ﹤0.01% 2147
2023
Q3 		$36.4K Hold
3,069
– – ﹤0.01% 2090
2023
Q2 		$37.9K Hold
3,069
– – ﹤0.01% 2091
2023
Q1 		$39K Hold
3,069
– – ﹤0.01% 2032
2022
Q4 		$39.2K Hold
3,069
– – ﹤0.01% 1998
2022
Q3 		$34K Sell
3,069
-643
-17% -$8.7K ﹤0.01% 2026
2022
Q2 		$51K Buy
3,712
+3,069
+477% +$43.7K ﹤0.01% 1908
2022
Q1 		$10K Hold
643
– – ﹤0.01% 2530
2021
Q4 		$11K Sell
643
-2,196
-77% -$38.8K ﹤0.01% 2539
2021
Q3 		$51K Sell
2,839
-1,984
-41% -$36.5K ﹤0.01% 1899
2021
Q2 		$90K Buy
4,823
+1,411
+41% +$25.5K ﹤0.01% 1634
2021
Q1 		$60K Buy
+3,412
New +$60.7K ﹤0.01% 1667
2020
Q2 		– Sell
-190
Closed -$3K – 2497
2020
Q1 		$3K Buy
+190
New +$3.23K ﹤0.01% 2169
2019
Q3 		– Sell
-836
Closed -$14K – 2542
2019
Q2 		$14K Hold
836
– – ﹤0.01% 1843
2019
Q1 		$14K Hold
836
– – ﹤0.01% 1839
2018
Q4 		$13K Hold
836
– – ﹤0.01% 1743
2018
Q3 		$14K Hold
836
– – ﹤0.01% 1803
2018
Q2 		$14K Hold
836
– – ﹤0.01% 1728
2018
Q1 		$14K Hold
836
– – ﹤0.01% 1645
2017
Q4 		$15K Hold
836
– – ﹤0.01% 1595
2017
Q3 		$15K Hold
836
– – ﹤0.01% 1554
2017
Q2 		$15K Buy
+836
New +$14.9K ﹤0.01% 1474

Other funds holding GDO

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management's GDO Position: Q4 2025 in Review

Northwestern Mutual Wealth Management sold out of Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q4 2025, closing a stake of 3,762 shares — an estimated $44.7K sold.

Northwestern Mutual Wealth Management first reported a position in GDO in Q2 2017 and held it in 29 quarters. The position peaked at $90K in Q2 2021. 28 funds tracked by Wall St. Rank hold GDO as of Q4 2025.

  • Northwestern Mutual Wealth Management reported no remaining Western Asset Global Corporate Defined Opportunity Fund position as of Q4 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 3,762 Western Asset Global Corporate Defined Opportunity Fund shares in Q4 2025, an estimated $44.7K.
  • Northwestern Mutual Wealth Management first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q2 2017 and held it in 29 quarters.
  • Northwestern Mutual Wealth Management's Western Asset Global Corporate Defined Opportunity Fund position peaked at $90K in Q2 2021.
  • 28 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q4 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.