Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Patria Investments PAX Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio PAX Stock Details PAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-30
Closed -$477 – 4385
2025
Q4 		$477 Buy
+30
New +$449 ﹤0.01% 3724
2023
Q1 		– Sell
-600
Closed -$8.36K – 3527
2022
Q4 		$8.36K Buy
+600
New +$8.11K ﹤0.01% 2569

Other funds holding PAX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECM
Endure Capital Management Austin, Texas $146M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $3.66B AUM 25.21% 1-Year Est. Return
ZEP
Zeno Equity Partners London, United Kingdom $246M AUM 5.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

Northwestern Mutual Wealth Management sold out of Patria Investments (PAX) in Q1 2026, closing a stake of 30 shares — an estimated $477 sold.

Northwestern Mutual Wealth Management first reported a position in PAX in Q4 2022 and held it in 2 quarters. The position peaked at $8.36K in Q4 2022. 159 funds tracked by Wall St. Rank hold PAX as of Q1 2026.

  • Northwestern Mutual Wealth Management reported no remaining Patria Investments position as of Q1 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 30 Patria Investments shares in Q1 2026, an estimated $477.
  • Northwestern Mutual Wealth Management first reported a position in Patria Investments in Q4 2022 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Patria Investments position peaked at $8.36K in Q4 2022.
  • 159 funds tracked by Wall St. Rank held Patria Investments as of Q1 2026.

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