Northwestern Mutual Wealth Management
PDO

Northwestern Mutual Wealth Management’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio PDO Stock Details PDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.03M Buy
77,789
+8,791
+13% +$115K ﹤0.01% 1391
2026
Q1 		$892K Buy
68,998
+22,341
+48% +$306K ﹤0.01% 1385
2025
Q4 		$646K Buy
46,657
+13,253
+40% +$184K ﹤0.01% 1442
2025
Q3 		$472K Buy
33,404
+27,804
+497% +$381K ﹤0.01% 1486
2025
Q2 		$75.5K Sell
5,600
-4,313
-44% -$57.5K ﹤0.01% 2098
2025
Q1 		$138K Buy
9,913
+2,513
+34% +$34.7K ﹤0.01% 1811
2024
Q4 		$101K Sell
7,400
-8,796
-54% -$120K ﹤0.01% 1913
2024
Q3 		$229K Buy
16,196
+607
+4% +$8.22K ﹤0.01% 1578
2024
Q2 		$207K Buy
15,589
+2,600
+20% +$34.1K ﹤0.01% 1551
2024
Q1 		$171K Sell
12,989
-16,539
-56% -$214K ﹤0.01% 1611
2023
Q4 		$361K Sell
29,528
-12,351
-29% -$145K ﹤0.01% 1310
2023
Q3 		$498K Sell
41,879
-7,685
-16% -$98K ﹤0.01% 1160
2023
Q2 		$647K Buy
49,564
+14,236
+40% +$182K ﹤0.01% 1075
2023
Q1 		$438K Sell
35,328
-2,516
-7% -$33.9K ﹤0.01% 1174
2022
Q4 		$483K Sell
37,844
-435,910
-92% -$6.01M ﹤0.01% 1107
2022
Q3 		$6.25M Sell
473,754
-3,017
-0.6% -$44.6K 0.01% 374
2022
Q2 		$6.6M Sell
476,771
-124,281
-21% -$1.92M 0.01% 362
2022
Q1 		$10.2M Buy
601,052
+319,122
+113% +$5.69M 0.02% 302
2021
Q4 		$5.51M Buy
281,930
+79,995
+40% +$1.64M 0.01% 393
2021
Q3 		$4.24M Buy
201,935
+201,007
+21,660% +$4.32M 0.01% 409
2021
Q2 		$22K Buy
+928
New +$19.5K ﹤0.01% 2161

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 13% in Q2 2026, buying an estimated $115K and bringing the position to 77,789 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

Northwestern Mutual Wealth Management first reported a position in PDO in Q2 2021 and has held it in 21 quarters since. The position peaked at $10.2M in Q1 2022. 136 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • Northwestern Mutual Wealth Management held 77,789 shares of PIMCO Dynamic Income Opportunities Fund worth $1.03M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 8,791 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $115K.
  • PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1391 holding.
  • Northwestern Mutual Wealth Management first reported a position in PIMCO Dynamic Income Opportunities Fund in Q2 2021 and has held it in 21 quarters since.
  • Northwestern Mutual Wealth Management's PIMCO Dynamic Income Opportunities Fund position peaked at $10.2M in Q1 2022.
  • 136 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

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