Northwestern Mutual Wealth Management’s Nelnet NNI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2	Closed	-$242	–	3971
2025 Q2	$242	Buy	+2	New	+$223	﹤0.01%	3498
2024 Q1	–	Sell	-1,710	Closed	-$151K	–	3732
2023 Q4	$151K	Buy	1,710 +5	+0.3%	+$433	﹤0.01%	1611
2023 Q3	$152K	Buy	1,705 +5	+0.3%	+$472	﹤0.01%	1557
2023 Q2	$164K	Hold	1,700	–	–	﹤0.01%	1544
2023 Q1	$156K	Hold	1,700	–	–	﹤0.01%	1531
2022 Q4	$154K	Hold	1,700	–	–	﹤0.01%	1494
2022 Q3	$135K	Buy	+1,700	New	+$148K	﹤0.01%	1538
2020 Q3	–	Sell	-200	Closed	-$10K	–	2631
2020 Q2	$10K	Hold	200	–	–	﹤0.01%	1902
2020 Q1	$9K	Hold	200	–	–	﹤0.01%	1921
2019 Q4	$12K	Hold	200	–	–	﹤0.01%	1884
2019 Q3	$13K	Hold	200	–	–	﹤0.01%	1855
2019 Q2	$12K	Hold	200	–	–	﹤0.01%	1901
2019 Q1	$11K	Sell	200 -11	-5%	-$591	﹤0.01%	1920
2018 Q4	$11K	Buy	211 +11	+6%	+$592	﹤0.01%	1799
2018 Q3	$11K	Hold	200	–	–	﹤0.01%	1901
2018 Q2	$12K	Hold	200	–	–	﹤0.01%	1782
2018 Q1	$10K	Hold	200	–	–	﹤0.01%	1758
2017 Q4	$11K	Buy	+200	New	+$10.8K	﹤0.01%	1729

Other funds holding NNI

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

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

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

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

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

GAI

General American Investors New York $1.52B AUM 37.94% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return

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

Northwestern Mutual Wealth Management sold out of Nelnet (NNI) in Q3 2025, closing a stake of 2 shares — an estimated $242 sold.

Northwestern Mutual Wealth Management first reported a position in NNI in Q4 2017 and held it in 18 quarters. The position peaked at $164K in Q2 2023. 204 funds tracked by Wall St. Rank hold NNI as of Q3 2025.

Northwestern Mutual Wealth Management reported no remaining Nelnet position as of Q3 2025 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 2 Nelnet shares in Q3 2025, an estimated $242.
Northwestern Mutual Wealth Management first reported a position in Nelnet in Q4 2017 and held it in 18 quarters.
Northwestern Mutual Wealth Management's Nelnet position peaked at $164K in Q2 2023.
204 funds tracked by Wall St. Rank held Nelnet as of Q3 2025.

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