Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Jack in the Box JACK Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio JACK Stock Details JACK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-50
Closed -$989 – 4137
2025
Q3 		$989 Hold
50
– – ﹤0.01% 3548
2025
Q2 		$873 Sell
50
-25
-33% -$562 ﹤0.01% 3400
2025
Q1 		$2.04K Buy
+75
New +$2.76K ﹤0.01% 3151
2024
Q3 		– Sell
-300
Closed -$15.3K – 3723
2024
Q2 		$15.3K Hold
300
– – ﹤0.01% 2497
2024
Q1 		$20.5K Sell
300
-2
-0.7% -$151 ﹤0.01% 2405
2023
Q4 		$24.7K Sell
302
-10
-3% -$708 ﹤0.01% 2328
2023
Q3 		$21.5K Buy
312
+12
+4% +$1.02K ﹤0.01% 2291
2023
Q2 		$29.3K Hold
300
– – ﹤0.01% 2178
2023
Q1 		$26.3K Hold
300
– – ﹤0.01% 2168
2022
Q4 		$20.5K Hold
300
– – ﹤0.01% 2246
2022
Q3 		$22K Hold
300
– – ﹤0.01% 2179
2022
Q2 		$17K Sell
300
-73
-20% -$5.54K ﹤0.01% 2318
2022
Q1 		$35K Buy
373
+73
+24% +$6.46K ﹤0.01% 2092
2021
Q4 		$26K Hold
300
– – ﹤0.01% 2220
2021
Q3 		$29K Hold
300
– – ﹤0.01% 2078
2021
Q2 		$33K Buy
+300
New +$35.1K ﹤0.01% 1995
2018
Q1 		– Sell
-16
Closed -$2K – 2316
2017
Q4 		$2K Buy
+16
New +$1.63K ﹤0.01% 2105
2016
Q3 		– Sell
-86
Closed -$7K – 872
2016
Q2 		$7K Buy
+86
New +$6.49K ﹤0.01% 1490
2015
Q3 		– Sell
-64
Closed -$6K – 1755
2015
Q2 		$6K Sell
64
-89
-58% -$8K ﹤0.01% 1096
2015
Q1 		$15K Buy
153
+90
+143% +$8.16K ﹤0.01% 937
2014
Q4 		$5K Hold
63
– – ﹤0.01% 1284
2014
Q3 		$4K Hold
63
– – ﹤0.01% 1065
2014
Q2 		$4K Hold
63
– – ﹤0.01% 1046
2014
Q1 		$4K Hold
63
– – ﹤0.01% 1026
2013
Q4 		$3K Hold
63
– – ﹤0.01% 1170
2013
Q3 		$3K Hold
63
– – ﹤0.01% 1095
2013
Q2 		$2K Buy
+63
New +$2.31K ﹤0.01% 1100

Other funds holding JACK

CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Northwestern Mutual Wealth Management sold out of Jack in the Box (JACK) in Q4 2025, closing a stake of 50 shares — an estimated $989 sold.

Northwestern Mutual Wealth Management first reported a position in JACK in Q2 2013 and held it in 27 quarters. The position peaked at $35K in Q1 2022. 156 funds tracked by Wall St. Rank hold JACK as of Q4 2025.

  • Northwestern Mutual Wealth Management reported no remaining Jack in the Box position as of Q4 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 50 Jack in the Box shares in Q4 2025, an estimated $989.
  • Northwestern Mutual Wealth Management first reported a position in Jack in the Box in Q2 2013 and held it in 27 quarters.
  • Northwestern Mutual Wealth Management's Jack in the Box position peaked at $35K in Q1 2022.
  • 156 funds tracked by Wall St. Rank held Jack in the Box as of Q4 2025.

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