Northwestern Mutual Wealth Management
PGP

Northwestern Mutual Wealth Management’s PIMCO Global StockPLUS & Income Fund PGP Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio PGP Stock Details PGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,516
Closed -$12.6K – 4368
2026
Q1 		$12.6K Buy
+1,516
New +$13.6K ﹤0.01% 2984
2024
Q1 		– Sell
-2,101
Closed -$15.8K – 3752
2023
Q4 		$15.8K Sell
2,101
-200
-9% -$1.34K ﹤0.01% 2479
2023
Q3 		$15.2K Sell
2,301
-500
-18% -$3.59K ﹤0.01% 2398
2023
Q2 		$20.2K Hold
2,801
– – ﹤0.01% 2313
2023
Q1 		$20.8K Sell
2,801
-1,500
-35% -$11.4K ﹤0.01% 2244
2022
Q4 		$29.8K Sell
4,301
-2,448
-36% -$16.8K ﹤0.01% 2097
2022
Q3 		$43K Hold
6,749
– – ﹤0.01% 1958
2022
Q2 		$53K Hold
6,749
– – ﹤0.01% 1896
2022
Q1 		$64K Sell
6,749
-7,500
-53% -$73.5K ﹤0.01% 1869
2021
Q4 		$154K Sell
14,249
-4,607
-24% -$50.3K ﹤0.01% 1540
2021
Q3 		$204K Sell
18,856
-1,000
-5% -$11.2K ﹤0.01% 1336
2021
Q2 		$220K Buy
19,856
+1,000
+5% +$11K ﹤0.01% 1286
2021
Q1 		$201K Buy
18,856
+3,400
+22% +$35.3K ﹤0.01% 1236
2020
Q4 		$155K Buy
15,456
+10,907
+240% +$98.4K ﹤0.01% 1243
2020
Q3 		$37K Buy
4,549
+3,523
+343% +$29.3K ﹤0.01% 1595
2020
Q2 		$8K Hold
1,026
– – ﹤0.01% 1974
2020
Q1 		$8K Hold
1,026
– – ﹤0.01% 1950
2019
Q4 		$12K Buy
+1,026
New +$11.9K ﹤0.01% 1886
2018
Q2 		– Sell
-8,955
Closed -$120K – 2464
2018
Q1 		$120K Buy
+8,955
New +$123K ﹤0.01% 896
2016
Q2 		– Sell
-10
Closed – – 2204
2016
Q1 		$0 Hold
10
– – ﹤0.01% 2247
2015
Q4 		$0 Hold
10
– – ﹤0.01% 1777
2015
Q3 		$0 Buy
+10
New +$164 ﹤0.01% 1792

Other funds holding PGP

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Northwestern Mutual Wealth Management sold out of PIMCO Global StockPLUS & Income Fund (PGP) in Q2 2026, closing a stake of 1,516 shares — an estimated $12.6K sold.

Northwestern Mutual Wealth Management first reported a position in PGP in Q3 2015 and held it in 22 quarters. The position peaked at $220K in Q2 2021. 28 funds tracked by Wall St. Rank hold PGP as of Q2 2026.

  • Northwestern Mutual Wealth Management reported no remaining PIMCO Global StockPLUS & Income Fund position as of Q2 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,516 PIMCO Global StockPLUS & Income Fund shares in Q2 2026, an estimated $12.6K.
  • Northwestern Mutual Wealth Management first reported a position in PIMCO Global StockPLUS & Income Fund in Q3 2015 and held it in 22 quarters.
  • Northwestern Mutual Wealth Management's PIMCO Global StockPLUS & Income Fund position peaked at $220K in Q2 2021.
  • 28 funds tracked by Wall St. Rank held PIMCO Global StockPLUS & Income Fund as of Q2 2026.

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