Northwestern Mutual Wealth Management
MDRR

Northwestern Mutual Wealth Management’s Medalist Diversified Inc MDRR Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio MDRR Stock Details MDRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,748
Closed -$28.7K – 3955
2025
Q2 		$28.7K Hold
2,748
– – ﹤0.01% 2447
2025
Q1 		$34.4K Hold
2,748
– – ﹤0.01% 2304
2024
Q4 		$36.6K Hold
2,748
– – ﹤0.01% 2296
2024
Q3 		$33K Sell
2,748
-1
-0% -$12 ﹤0.01% 2299
2024
Q2 		$31.7K Hold
2,749
– – ﹤0.01% 2248
2024
Q1 		$31.7K Hold
2,749
– – ﹤0.01% 2269
2023
Q4 		$28.9K Hold
2,749
– – ﹤0.01% 2280
2023
Q3 		$29K Hold
2,749
– – ﹤0.01% 2183
2023
Q2 		$27.5K Hold
2,749
– – ﹤0.01% 2200
2023
Q1 		$36.7K Hold
2,749
– – ﹤0.01% 2055
2022
Q4 		$30.8K Hold
2,749
– – ﹤0.01% 2086
2022
Q3 		$36K Hold
2,749
– – ﹤0.01% 2011
2022
Q2 		$36K Hold
2,749
– – ﹤0.01% 2023
2022
Q1 		$47K Hold
2,749
– – ﹤0.01% 1972
2021
Q4 		$53K Hold
2,749
– – ﹤0.01% 1963
2021
Q3 		$55K Hold
2,749
– – ﹤0.01% 1865
2021
Q2 		$60K Hold
2,749
– – ﹤0.01% 1789
2021
Q1 		$89K Hold
2,749
– – ﹤0.01% 1530
2020
Q4 		$96K Hold
2,749
– – ﹤0.01% 1420
2020
Q3 		$55K Hold
2,749
– – ﹤0.01% 1468
2020
Q2 		$80K Hold
2,749
– – ﹤0.01% 1300
2020
Q1 		$75K Hold
2,749
– – ﹤0.01% 1220
2019
Q4 		$152K Buy
+2,749
New +$175K ﹤0.01% 1055

Other funds holding MDRR

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management's MDRR Position: Q3 2025 in Review

Northwestern Mutual Wealth Management sold out of Medalist Diversified Inc (MDRR) in Q3 2025, closing a stake of 2,748 shares — an estimated $28.7K sold.

Northwestern Mutual Wealth Management first reported a position in MDRR in Q4 2019 and held it in 23 quarters. The position peaked at $152K in Q4 2019. 7 funds tracked by Wall St. Rank hold MDRR as of Q3 2025.

  • Northwestern Mutual Wealth Management reported no remaining Medalist Diversified Inc position as of Q3 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 2,748 Medalist Diversified Inc shares in Q3 2025, an estimated $28.7K.
  • Northwestern Mutual Wealth Management first reported a position in Medalist Diversified Inc in Q4 2019 and held it in 23 quarters.
  • Northwestern Mutual Wealth Management's Medalist Diversified Inc position peaked at $152K in Q4 2019.
  • 7 funds tracked by Wall St. Rank held Medalist Diversified Inc as of Q3 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.