Northwestern Mutual Wealth Management
PDX

Northwestern Mutual Wealth Management’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio PDX Stock Details PDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.8K Hold
625
– – ﹤0.01% 2946
2025
Q4 		$11.7K Hold
625
– – ﹤0.01% 2939
2025
Q3 		$15.6K Hold
625
– – ﹤0.01% 2760
2025
Q2 		$15.4K Hold
625
– – ﹤0.01% 2650
2025
Q1 		$15.3K Sell
625
-2,560
-80% -$65.5K ﹤0.01% 2600
2024
Q4 		$83.2K Buy
3,185
+2,560
+410% +$63.9K ﹤0.01% 1991
2024
Q3 		$14.7K Hold
625
– – ﹤0.01% 2562
2024
Q2 		$13.9K Hold
625
– – ﹤0.01% 2530
2024
Q1 		$13.3K Hold
625
– – ﹤0.01% 2537
2023
Q4 		$12.8K Sell
625
-890
-59% -$17.5K ﹤0.01% 2542
2023
Q3 		$30K Buy
1,515
+890
+142% +$15K ﹤0.01% 2166
2023
Q2 		$9.85K Hold
625
– – ﹤0.01% 2576
2023
Q1 		$9.13K Sell
625
-400
-39% -$6.05K ﹤0.01% 2537
2022
Q4 		$15.3K Hold
1,025
– – ﹤0.01% 2349
2022
Q3 		$13K Hold
1,025
– – ﹤0.01% 2378
2022
Q2 		$13K Hold
1,025
– – ﹤0.01% 2418
2022
Q1 		$15K Sell
1,025
-1,055
-51% -$14.6K ﹤0.01% 2410
2021
Q4 		$27K Buy
+2,080
New +$27.2K ﹤0.01% 2203
2021
Q3 		– Sell
-483
Closed -$6K – 3162
2021
Q2 		$6K Buy
+483
New +$5.54K ﹤0.01% 2607

Other funds holding PDX

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

Northwestern Mutual Wealth Management held its PIMCO Dynamic Income Strategy Fund (PDX) position steady in Q1 2026 at 625 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2946.

Northwestern Mutual Wealth Management first reported a position in PDX in Q2 2021 and has held it in 19 quarters since. The position peaked at $83.2K in Q4 2024. 101 funds tracked by Wall St. Rank hold PDX as of Q1 2026.

  • Northwestern Mutual Wealth Management held 625 shares of PIMCO Dynamic Income Strategy Fund worth $13.8K as of Q1 2026.
  • Northwestern Mutual Wealth Management left its PIMCO Dynamic Income Strategy Fund share count unchanged in Q1 2026.
  • PIMCO Dynamic Income Strategy Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2946 holding.
  • Northwestern Mutual Wealth Management first reported a position in PIMCO Dynamic Income Strategy Fund in Q2 2021 and has held it in 19 quarters since.
  • Northwestern Mutual Wealth Management's PIMCO Dynamic Income Strategy Fund position peaked at $83.2K in Q4 2024.
  • 101 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q1 2026.

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