Northwestern Mutual Wealth Management
PHT

Northwestern Mutual Wealth Management’s Pioneer High Income Fund PHT Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio PHT Stock Details PHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-700
Closed -$5.42K – 3926
2025
Q1 		$5.42K Hold
700
– – ﹤0.01% 2930
2024
Q4 		$5.42K Hold
700
– – ﹤0.01% 2928
2024
Q3 		$5.6K Hold
700
– – ﹤0.01% 2862
2024
Q2 		$5.26K Hold
700
– – ﹤0.01% 2852
2024
Q1 		$5.36K Hold
700
– – ﹤0.01% 2825
2023
Q4 		$5K Hold
700
– – ﹤0.01% 2860
2023
Q3 		$4.7K Sell
700
-1,300
-65% -$8.85K ﹤0.01% 2770
2023
Q2 		$13.4K Buy
2,000
+1,300
+186% +$8.71K ﹤0.01% 2454
2023
Q1 		$4.64K Hold
700
– – ﹤0.01% 2769
2022
Q4 		$4.55K Hold
700
– – ﹤0.01% 2748
2022
Q3 		$5K Buy
+700
New +$4.95K ﹤0.01% 2699
2021
Q1 		– Sell
-200
Closed -$2K – 2918
2020
Q4 		$2K Hold
200
– – ﹤0.01% 2545
2020
Q3 		$2K Hold
200
– – ﹤0.01% 2365
2020
Q2 		$1K Hold
200
– – ﹤0.01% 2307
2020
Q1 		$1K Sell
200
-49,559
-100% -$436K ﹤0.01% 2436
2019
Q4 		$475K Buy
49,759
+48,763
+4,896% +$455K ﹤0.01% 697
2019
Q3 		$9K Sell
996
-2,721
-73% -$25.1K ﹤0.01% 1952
2019
Q2 		$34K Sell
3,717
-425
-10% -$3.9K ﹤0.01% 1535
2019
Q1 		$37K Buy
4,142
+625
+18% +$5.44K ﹤0.01% 1489
2018
Q4 		$28K Hold
3,517
– – ﹤0.01% 1478
2018
Q3 		$33K Buy
3,517
+2,721
+342% +$25.2K ﹤0.01% 1468
2018
Q2 		$7K Buy
+796
New +$7.51K ﹤0.01% 1939
2016
Q1 		– Sell
-175
Closed -$2K – 2249
2015
Q4 		$2K Hold
175
– – ﹤0.01% 1452
2015
Q3 		$2K Sell
175
-1,600
-90% -$17.5K ﹤0.01% 1461
2015
Q2 		$21K Hold
1,775
– – ﹤0.01% 864
2015
Q1 		$23K Hold
1,775
– – ﹤0.01% 833
2014
Q4 		$30K Hold
1,775
– – ﹤0.01% 776
2014
Q3 		$30K Hold
1,775
– – ﹤0.01% 713
2014
Q2 		$33K Buy
1,775
+175
+11% +$3.19K ﹤0.01% 667
2014
Q1 		$29K Hold
1,600
– – ﹤0.01% 692
2013
Q4 		$27K Hold
1,600
– – ﹤0.01% 725
2013
Q3 		$27K Sell
1,600
-1,450
-48% -$24.2K ﹤0.01% 683
2013
Q2 		$51K Buy
+3,050
New +$52.8K ﹤0.01% 557

Other funds holding PHT

AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Northwestern Mutual Wealth Management's PHT Position: Q2 2025 in Review

Northwestern Mutual Wealth Management sold out of Pioneer High Income Fund (PHT) in Q2 2025, closing a stake of 700 shares — an estimated $5.42K sold.

Northwestern Mutual Wealth Management first reported a position in PHT in Q2 2013 and held it in 33 quarters. The position peaked at $475K in Q4 2019. 59 funds tracked by Wall St. Rank hold PHT as of Q2 2025.

  • Northwestern Mutual Wealth Management reported no remaining Pioneer High Income Fund position as of Q2 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 700 Pioneer High Income Fund shares in Q2 2025, an estimated $5.42K.
  • Northwestern Mutual Wealth Management first reported a position in Pioneer High Income Fund in Q2 2013 and held it in 33 quarters.
  • Northwestern Mutual Wealth Management's Pioneer High Income Fund position peaked at $475K in Q4 2019.
  • 59 funds tracked by Wall St. Rank held Pioneer High Income Fund as of Q2 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.