Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Moelis & Co MC Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.9K Sell
331
-26
-7% -$1.69K ﹤0.01% 2826
2025
Q4 		$24.5K Sell
357
-191
-35% -$12.7K ﹤0.01% 2663
2025
Q3 		$39.1K Buy
548
+455
+489% +$32.5K ﹤0.01% 2427
2025
Q2 		$5.8K Buy
93
+68
+272% +$3.82K ﹤0.01% 2963
2025
Q1 		$1.46K Hold
25
– – ﹤0.01% 3220
2024
Q4 		$1.85K Hold
25
– – ﹤0.01% 3193
2024
Q3 		$1.71K Buy
+25
New +$1.61K ﹤0.01% 3151
2023
Q4 		– Sell
-10
Closed -$451 – 3589
2023
Q3 		$451 Sell
10
-4
-29% -$188 ﹤0.01% 3128
2023
Q2 		$635 Buy
+14
New +$559 ﹤0.01% 3154
2022
Q3 		– Sell
-201
Closed -$8K – 3275
2022
Q2 		$8K Sell
201
-14
-7% -$611 ﹤0.01% 2596
2022
Q1 		$10K Sell
215
-61
-22% -$3.17K ﹤0.01% 2539
2021
Q4 		$17K Buy
+276
New +$18.5K ﹤0.01% 2399
2021
Q3 		– Sell
-96
Closed -$5K – 3132
2021
Q2 		$5K Buy
+96
New +$5.21K ﹤0.01% 2648
2021
Q1 		– Sell
-8,407
Closed -$393K – 2898
2020
Q4 		$393K Buy
8,407
+18
+0.2% +$724 ﹤0.01% 909
2020
Q3 		$295K Buy
8,389
+5,502
+191% +$174K ﹤0.01% 909
2020
Q2 		$90K Buy
+2,887
New +$90.6K ﹤0.01% 1250
2019
Q4 		– Sell
-19
Closed -$1K – 2523
2019
Q3 		$1K Buy
+19
New +$644 ﹤0.01% 2367

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management's MC Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its Moelis & Co (MC) stake by 7.3% in Q1 2026, selling an estimated $1.69K and leaving 331 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2826.

Northwestern Mutual Wealth Management first reported a position in MC in Q3 2019 and has held it in 17 quarters since. The position peaked at $393K in Q4 2020. 400 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Northwestern Mutual Wealth Management held 331 shares of Moelis & Co worth $18.9K as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 26 Moelis & Co shares in Q1 2026, an estimated $1.69K.
  • Moelis & Co made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2826 holding.
  • Northwestern Mutual Wealth Management first reported a position in Moelis & Co in Q3 2019 and has held it in 17 quarters since.
  • Northwestern Mutual Wealth Management's Moelis & Co position peaked at $393K in Q4 2020.
  • 400 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.