Northwestern Mutual Wealth Management’s News Corp Class B NWS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.42K	Buy	120 +107	+823%	+$3.02K	﹤0.01%	3429
2025 Q4	$385	Buy	+13	New	+$388	﹤0.01%	3750
2025 Q2	–	Sell	-8	Closed	-$243	–	3892
2025 Q1	$243	Buy	+8	New	+$253	﹤0.01%	3436
2024 Q3	–	Sell	-1	Closed	-$28	–	3772
2024 Q2	$28	Sell	1 -39	-98%	-$1.04K	﹤0.01%	3443
2024 Q1	$1.08K	Buy	40 +10	+33%	+$264	﹤0.01%	3166
2023 Q4	$772	Hold	30	–	–	﹤0.01%	3219
2023 Q3	$626	Buy	30 +16	+114%	+$332	﹤0.01%	3099
2023 Q2	$276	Hold	14	–	–	﹤0.01%	3218
2023 Q1	$244	Hold	14	–	–	﹤0.01%	3172
2022 Q4	$258	Hold	14	–	–	﹤0.01%	3172
2022 Q3	$0	Buy	14 +9	+180%	+$153	﹤0.01%	3303
2022 Q2	$0	Buy	+5	New	+$93	﹤0.01%	3385
2021 Q1	–	Sell	-1	Closed	–	–	2909
2020 Q4	$0	Sell	1 -17	-94%	-$274	﹤0.01%	2814
2020 Q3	$0	Hold	18	–	–	﹤0.01%	2634
2020 Q2	$0	Hold	18	–	–	﹤0.01%	2589
2020 Q1	$0	Sell	18 -9	-33%	-$116	﹤0.01%	2693
2019 Q4	$0	Hold	27	–	–	﹤0.01%	2554
2019 Q3	$0	Hold	27	–	–	﹤0.01%	2627
2019 Q2	$0	Hold	27	–	–	﹤0.01%	2645
2019 Q1	$0	Hold	27	–	–	﹤0.01%	2652
2018 Q4	$0	Hold	27	–	–	﹤0.01%	2568
2018 Q3	$0	Hold	27	–	–	﹤0.01%	2582
2018 Q2	$0	Hold	27	–	–	﹤0.01%	2457
2018 Q1	$0	Hold	27	–	–	﹤0.01%	2353
2017 Q4	$0	Sell	27 -50	-65%	-$763	﹤0.01%	2409
2017 Q3	$1K	Hold	77	–	–	﹤0.01%	2077
2017 Q2	$1K	Sell	77 -32	-29%	-$431	﹤0.01%	1953
2017 Q1	$1K	Hold	109	–	–	﹤0.01%	1926
2016 Q4	$1K	Buy	+109	New	+$1.39K	﹤0.01%	2206
2016 Q3	–	Sell	-184	Closed	-$2K	–	1081
2016 Q2	$2K	Hold	184	–	–	﹤0.01%	1848
2016 Q1	$2K	Sell	184 -186	-50%	-$2.3K	﹤0.01%	1902
2015 Q4	$5K	Buy	370 +102	+38%	+$1.46K	﹤0.01%	1306
2015 Q3	$3K	Buy	268 +187	+231%	+$2.57K	﹤0.01%	1374
2015 Q2	$1K	Hold	81	–	–	﹤0.01%	1330
2015 Q1	$1K	Sell	81 -19	-19%	-$299	﹤0.01%	1470
2014 Q4	$2K	Sell	100 -38	-28%	-$569	﹤0.01%	1529
2014 Q3	$2K	Sell	138 -14	-9%	-$240	﹤0.01%	1200
2014 Q2	$3K	Hold	152	–	–	﹤0.01%	1109
2014 Q1	$3K	Hold	152	–	–	﹤0.01%	1090
2013 Q4	$3K	Hold	152	–	–	﹤0.01%	1181
2013 Q3	$2K	Buy	+152	New	+$2.46K	﹤0.01%	1202

Other funds holding NWS

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

SOF Ltd George Town, Cayman Islands $279M AUM 6.12% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return

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

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return