Northwestern Mutual Wealth Management’s NACCO Industries NC Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio NC Stock Details NC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$59	Hold	1	–	–	﹤0.01%	4030
2025 Q4	$55	Hold	1	–	–	﹤0.01%	3900
2025 Q3	$47	Hold	1	–	–	﹤0.01%	3733
2025 Q2	$49	Hold	1	–	–	﹤0.01%	3582
2025 Q1	$37	Hold	1	–	–	﹤0.01%	3598
2024 Q4	$33	Hold	1	–	–	﹤0.01%	3528
2024 Q3	$31	Hold	1	–	–	﹤0.01%	3538
2024 Q2	$30	Hold	1	–	–	﹤0.01%	3439
2024 Q1	$32	Hold	1	–	–	﹤0.01%	3491
2023 Q4	$39	Hold	1	–	–	﹤0.01%	3413
2023 Q3	$37	Hold	1	–	–	﹤0.01%	3231
2023 Q2	$36	Hold	1	–	–	﹤0.01%	3298
2023 Q1	$38	Hold	1	–	–	﹤0.01%	3291
2022 Q4	$39	Hold	1	–	–	﹤0.01%	3256
2022 Q3	$0	Hold	1	–	–	﹤0.01%	3291
2022 Q2	$0	Hold	1	–	–	﹤0.01%	3372
2022 Q1	$0	Hold	1	–	–	﹤0.01%	3298
2021 Q4	$0	Hold	1	–	–	﹤0.01%	3262
2021 Q3	$0	Hold	1	–	–	﹤0.01%	3141
2021 Q2	$0	Buy	+1	New	+$25	﹤0.01%	3112

Other funds holding NC

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Northwestern Mutual Wealth Management held its NACCO Industries (NC) position steady in Q1 2026 at 1 share worth $59. The position accounts for ﹤0.01% of the portfolio, ranked #4030.

Northwestern Mutual Wealth Management first reported a position in NC in Q2 2021 and has held it in 20 quarters since. 94 funds tracked by Wall St. Rank hold NC as of Q1 2026.

Northwestern Mutual Wealth Management held 1 share of NACCO Industries worth $59 as of Q1 2026.
Northwestern Mutual Wealth Management left its NACCO Industries share count unchanged in Q1 2026.
NACCO Industries made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #4030 holding.
Northwestern Mutual Wealth Management first reported a position in NACCO Industries in Q2 2021 and has held it in 20 quarters since.
94 funds tracked by Wall St. Rank held NACCO Industries as of Q1 2026.

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