Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s US Global Investors GROW Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio GROW Stock Details GROW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10
Closed -$24 – 3782
2024
Q4 		$24 Buy
+10
New +$24 ﹤0.01% 3539
2024
Q3 		– Sell
-563
Closed -$1.47K – 3698
2024
Q2 		$1.47K Buy
+563
New +$1.5K ﹤0.01% 3156
2017
Q4 		– Sell
-2,000
Closed -$4K – 2367
2017
Q3 		$4K Buy
+2,000
New +$2.97K ﹤0.01% 1860

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCA
SMH Capital Advisors Fort Worth, Texas $32.9M AUM 1.53% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Northwestern Mutual Wealth Management sold out of US Global Investors (GROW) in Q1 2025, closing a stake of 10 shares — an estimated $24 sold.

Northwestern Mutual Wealth Management first reported a position in GROW in Q3 2017 and held it in 3 quarters. The position peaked at $4K in Q3 2017. 28 funds tracked by Wall St. Rank hold GROW as of Q1 2025.

  • Northwestern Mutual Wealth Management reported no remaining US Global Investors position as of Q1 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 10 US Global Investors shares in Q1 2025, an estimated $24.
  • Northwestern Mutual Wealth Management first reported a position in US Global Investors in Q3 2017 and held it in 3 quarters.
  • Northwestern Mutual Wealth Management's US Global Investors position peaked at $4K in Q3 2017.
  • 28 funds tracked by Wall St. Rank held US Global Investors as of Q1 2025.

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