Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s New Mountain Finance NMFC Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio NMFC Stock Details NMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-293
Closed -$3.23K – 3886
2025
Q1 		$3.23K Buy
+293
New +$3.34K ﹤0.01% 3044
2024
Q4 		– Sell
-15,000
Closed -$180K – 3796
2024
Q3 		$180K Buy
+15,000
New +$183K ﹤0.01% 1666
2023
Q3 		– Sell
-1,031
Closed -$12.8K – 3459
2023
Q2 		$12.8K Buy
+1,031
New +$12.4K ﹤0.01% 2479
2020
Q1 		– Sell
-23
Closed – – 2686
2019
Q4 		$0 Buy
+23
New +$311 ﹤0.01% 2543
2019
Q2 		– Sell
-618
Closed -$8K – 2641
2019
Q1 		$8K Buy
+618
New +$8.41K ﹤0.01% 2016
2018
Q1 		– Sell
-900
Closed -$12K – 2348
2017
Q4 		$12K Buy
+900
New +$12.7K ﹤0.01% 1685
2017
Q2 		– Sell
-7
Closed – – 2114
2017
Q1 		$0 Buy
+7
New +$102 ﹤0.01% 2271
2014
Q1 		– Sell
-300
Closed -$5K – 1399
2013
Q4 		$5K Buy
+300
New +$4.38K ﹤0.01% 1060

Other funds holding NMFC

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Northwestern Mutual Wealth Management's NMFC Position: Q2 2025 in Review

Northwestern Mutual Wealth Management sold out of New Mountain Finance (NMFC) in Q2 2025, closing a stake of 293 shares — an estimated $3.23K sold.

Northwestern Mutual Wealth Management first reported a position in NMFC in Q4 2013 and held it in 8 quarters. The position peaked at $180K in Q3 2024. 164 funds tracked by Wall St. Rank hold NMFC as of Q2 2025.

  • Northwestern Mutual Wealth Management reported no remaining New Mountain Finance position as of Q2 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 293 New Mountain Finance shares in Q2 2025, an estimated $3.23K.
  • Northwestern Mutual Wealth Management first reported a position in New Mountain Finance in Q4 2013 and held it in 8 quarters.
  • Northwestern Mutual Wealth Management's New Mountain Finance position peaked at $180K in Q3 2024.
  • 164 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.