Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Renaissance IPO ETF IPO Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IPO Stock Details IPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-475
Closed -$23.5K – 4133
2025
Q3 		$23.5K Buy
+475
New +$23K ﹤0.01% 2614
2025
Q1 		– Sell
-50
Closed -$2.18K – 3805
2024
Q4 		$2.18K Buy
+50
New +$2.25K ﹤0.01% 3158
2024
Q1 		– Sell
-100
Closed -$3.77K – 3678
2023
Q4 		$3.77K Buy
+100
New +$3.31K ﹤0.01% 2942
2023
Q3 		– Sell
-16
Closed -$523 – 3419
2023
Q2 		$523 Sell
16
-495
-97% -$14.7K ﹤0.01% 3172
2023
Q1 		$15K Buy
511
+96
+23% +$2.66K ﹤0.01% 2358
2022
Q4 		$10.3K Buy
415
+4
+1% +$108 ﹤0.01% 2487
2022
Q3 		$12K Hold
411
– – ﹤0.01% 2400
2022
Q2 		$12K Buy
411
+49
+14% +$1.66K ﹤0.01% 2441
2022
Q1 		$16K Sell
362
-1,126
-76% -$51.2K ﹤0.01% 2391
2021
Q4 		$86K Sell
1,488
-684
-31% -$43.5K ﹤0.01% 1767
2021
Q3 		$140K Sell
2,172
-948
-30% -$61.8K ﹤0.01% 1487
2021
Q2 		$207K Sell
3,120
-2,263
-42% -$140K ﹤0.01% 1306
2021
Q1 		$335K Buy
5,383
+5,321
+8,582% +$359K ﹤0.01% 1057
2020
Q4 		$4K Buy
+62
New +$3.66K ﹤0.01% 2412

Other funds holding IPO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Northwestern Mutual Wealth Management sold out of Renaissance IPO ETF (IPO) in Q4 2025, closing a stake of 475 shares — an estimated $23.5K sold.

Northwestern Mutual Wealth Management first reported a position in IPO in Q4 2020 and held it in 14 quarters. The position peaked at $335K in Q1 2021. 50 funds tracked by Wall St. Rank hold IPO as of Q4 2025.

  • Northwestern Mutual Wealth Management reported no remaining Renaissance IPO ETF position as of Q4 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 475 Renaissance IPO ETF shares in Q4 2025, an estimated $23.5K.
  • Northwestern Mutual Wealth Management first reported a position in Renaissance IPO ETF in Q4 2020 and held it in 14 quarters.
  • Northwestern Mutual Wealth Management's Renaissance IPO ETF position peaked at $335K in Q1 2021.
  • 50 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q4 2025.

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