Northwestern Mutual Wealth Management’s ePlus PLUS Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio PLUS Stock Details PLUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.81K	Sell	24 -1	-4%	-$82	﹤0.01%	3627
2025 Q4	$2.19K	Sell	25 -1	-4%	-$83	﹤0.01%	3458
2025 Q3	$1.85K	Buy	+26	New	+$1.83K	﹤0.01%	3415
2025 Q1	–	Sell	-11	Closed	-$813	–	3883
2024 Q4	$813	Sell	11 -48	-81%	-$4.19K	﹤0.01%	3325
2024 Q3	$5.8K	Buy	59 +48	+436%	+$4.22K	﹤0.01%	2854
2024 Q2	$810	Buy	+11	New	+$841	﹤0.01%	3235
2023 Q3	–	Sell	-44	Closed	-$2.48K	–	3481
2023 Q2	$2.48K	Sell	44 -61	-58%	-$3K	﹤0.01%	2950
2023 Q1	$5.15K	Buy	+105	New	+$5.33K	﹤0.01%	2737
2020 Q2	–	Sell	-1,270	Closed	-$40K	–	2618
2020 Q1	$40K	Buy	+1,270	New	+$48.3K	﹤0.01%	1478
2014 Q3	–	Sell	-420	Closed	-$6K	–	1431
2014 Q2	$6K	Buy	+420	New	+$5.84K	﹤0.01%	993

Other funds holding PLUS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

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

Northwestern Mutual Wealth Management reduced its ePlus (PLUS) stake by 4% in Q1 2026, selling an estimated $82 and leaving 24 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #3627.

Northwestern Mutual Wealth Management first reported a position in PLUS in Q2 2014 and has held it in 10 quarters since. The position peaked at $40K in Q1 2020. 282 funds tracked by Wall St. Rank hold PLUS as of Q1 2026.

Northwestern Mutual Wealth Management held 24 shares of ePlus worth $1.81K as of Q1 2026.
Northwestern Mutual Wealth Management sold 1 ePlus share in Q1 2026, an estimated $82.
ePlus made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #3627 holding.
Northwestern Mutual Wealth Management first reported a position in ePlus in Q2 2014 and has held it in 10 quarters since.
Northwestern Mutual Wealth Management's ePlus position peaked at $40K in Q1 2020.
282 funds tracked by Wall St. Rank held ePlus as of Q1 2026.

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