Northwestern Mutual Wealth Management’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-800	Closed	-$9.92K	–	4342
2026 Q1	$9.92K	Buy	800 +636	+388%	+$8.4K	﹤0.01%	3067
2025 Q4	$2.14K	Buy	+164	New	+$2.14K	﹤0.01%	3472
2025 Q3	–	Sell	-41	Closed	-$518	–	3969
2025 Q2	$518	Buy	+41	New	+$495	﹤0.01%	3445
2023 Q2	–	Sell	-2,276	Closed	-$26.3K	–	3516
2023 Q1	$26.3K	Hold	2,276	–	–	﹤0.01%	2169
2022 Q4	$26.2K	Buy	2,276 +1,707	+300%	+$19.8K	﹤0.01%	2149
2022 Q3	$6K	Buy	+569	New	+$7.61K	﹤0.01%	2643

Other funds holding NMAI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

NWA

Navis Wealth Advisors Rye Brook, New York $264M AUM 35.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Northwestern Mutual Wealth Management's NMAI Position: Q2 2026 in Review

Northwestern Mutual Wealth Management sold out of Nuveen Multi-Asset Income Fund (NMAI) in Q2 2026, closing a stake of 800 shares — an estimated $9.92K sold.

Northwestern Mutual Wealth Management first reported a position in NMAI in Q3 2022 and held it in 6 quarters. The position peaked at $26.3K in Q1 2023. 76 funds tracked by Wall St. Rank hold NMAI as of Q2 2026.

Northwestern Mutual Wealth Management reported no remaining Nuveen Multi-Asset Income Fund position as of Q2 2026 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 800 Nuveen Multi-Asset Income Fund shares in Q2 2026, an estimated $9.92K.
Northwestern Mutual Wealth Management first reported a position in Nuveen Multi-Asset Income Fund in Q3 2022 and held it in 6 quarters.
Northwestern Mutual Wealth Management's Nuveen Multi-Asset Income Fund position peaked at $26.3K in Q1 2023.
76 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.