Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s MidCap Financial Investment MFIC Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio MFIC Stock Details MFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.1K Hold
896
– – ﹤0.01% 3063
2025
Q4 		$10.3K Buy
896
+333
+59% +$3.95K ﹤0.01% 2979
2025
Q3 		$6.75K Hold
563
– – ﹤0.01% 3044
2025
Q2 		$7.11K Sell
563
-195
-26% -$2.39K ﹤0.01% 2905
2025
Q1 		$9.75K Buy
758
+39
+5% +$530 ﹤0.01% 2753
2024
Q4 		$9.7K Sell
719
-977
-58% -$13.3K ﹤0.01% 2748
2024
Q3 		$22.7K Buy
1,696
+1,133
+201% +$16K ﹤0.01% 2417
2024
Q2 		$8.52K Sell
563
-3,829
-87% -$58.7K ﹤0.01% 2698
2024
Q1 		$66.1K Buy
4,392
+3,191
+266% +$45.3K ﹤0.01% 1967
2023
Q4 		$16.4K Buy
1,201
+17
+1% +$226 ﹤0.01% 2463
2023
Q3 		$16.3K Buy
1,184
+621
+110% +$8.31K ﹤0.01% 2372
2023
Q2 		$7.07K Hold
563
– – ﹤0.01% 2675
2023
Q1 		$6.42K Hold
563
– – ﹤0.01% 2665
2022
Q4 		$6.42K Sell
563
-500
-47% -$5.76K ﹤0.01% 2652
2022
Q3 		$11K Buy
1,063
+500
+89% +$6.09K ﹤0.01% 2430
2022
Q2 		$6K Hold
563
– – ﹤0.01% 2670
2022
Q1 		$7K Sell
563
-637
-53% -$8.46K ﹤0.01% 2637
2021
Q4 		$16K Buy
1,200
+1,142
+1,969% +$15K ﹤0.01% 2421
2021
Q3 		$1K Buy
+58
New +$790 ﹤0.01% 2933
2020
Q4 		– Sell
-9
Closed – – 2800
2020
Q3 		$0 Buy
+9
New +$83 ﹤0.01% 2621
2018
Q4 		– Sell
-1,154
Closed -$19K – 2545
2018
Q3 		$19K Buy
+1,154
New +$19.7K ﹤0.01% 1680
2017
Q1 		– Sell
-1,371
Closed -$24K – 2248
2016
Q4 		$24K Buy
+1,371
New +$24.6K ﹤0.01% 1295
2015
Q4 		– Sell
-42
Closed -$1K – 1737
2015
Q3 		$1K Buy
+42
New +$831 ﹤0.01% 1573
2015
Q2 		– Sell
-387
Closed -$9K – 1550
2015
Q1 		$9K Buy
+387
New +$8.72K ﹤0.01% 1064
2014
Q3 		– Sell
-872
Closed -$23K – 1415
2014
Q2 		$23K Buy
+872
New +$21.5K ﹤0.01% 740
2013
Q3 		– Sell
-99
Closed -$2K – 1437
2013
Q2 		$2K Buy
+99
New +$2.47K ﹤0.01% 1104

Other funds holding MFIC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
NCM
Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

Northwestern Mutual Wealth Management held its MidCap Financial Investment (MFIC) position steady in Q1 2026 at 896 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3063.

Northwestern Mutual Wealth Management first reported a position in MFIC in Q2 2013 and has held it in 26 quarters since. The position peaked at $66.1K in Q1 2024. 176 funds tracked by Wall St. Rank hold MFIC as of Q1 2026.

  • Northwestern Mutual Wealth Management held 896 shares of MidCap Financial Investment worth $10.1K as of Q1 2026.
  • Northwestern Mutual Wealth Management left its MidCap Financial Investment share count unchanged in Q1 2026.
  • MidCap Financial Investment made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #3063 holding.
  • Northwestern Mutual Wealth Management first reported a position in MidCap Financial Investment in Q2 2013 and has held it in 26 quarters since.
  • Northwestern Mutual Wealth Management's MidCap Financial Investment position peaked at $66.1K in Q1 2024.
  • 176 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2026.

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