Northwestern Mutual Wealth Management
QVAL icon

Northwestern Mutual Wealth Management’s Alpha Architect US Quantitative Value ETF QVAL Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio QVAL Stock Details QVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.72M Buy
186,509
+14,919
+9% +$775K 0.01% 609
2025
Q4 		$8.37M Buy
171,590
+12,082
+8% +$573K 0.01% 616
2025
Q3 		$7.44M Buy
159,508
+20,226
+15% +$909K 0.01% 621
2025
Q2 		$6.13M Buy
139,282
+19,726
+16% +$838K ﹤0.01% 629
2025
Q1 		$5.1M Sell
119,556
-2,700
-2% -$120K ﹤0.01% 651
2024
Q4 		$5.46M Buy
122,256
+3,509
+3% +$161K ﹤0.01% 598
2024
Q3 		$5.48M Buy
118,747
+16,963
+17% +$745K ﹤0.01% 599
2024
Q2 		$4.36M Buy
101,784
+86,190
+553% +$3.77M ﹤0.01% 619
2024
Q1 		$701K Buy
15,594
+8,026
+106% +$333K ﹤0.01% 1130
2023
Q4 		$306K Buy
+7,568
New +$283K ﹤0.01% 1358
2020
Q2 		– Sell
-53
Closed -$1K – 2628
2020
Q1 		$1K Sell
53
-224
-81% -$5.84K ﹤0.01% 2442
2019
Q4 		$8K Buy
+277
New +$8.18K ﹤0.01% 1979
2017
Q4 		– Sell
-84
Closed -$2K – 2425
2017
Q3 		$2K Buy
+84
New +$2.17K ﹤0.01% 1993

Other funds holding QVAL

SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its Alpha Architect US Quantitative Value ETF (QVAL) stake by 8.7% in Q1 2026, buying an estimated $775K and bringing the position to 186,509 shares worth $9.72M. The position accounts for 0.01% of the portfolio, ranked #609.

Northwestern Mutual Wealth Management first reported a position in QVAL in Q3 2017 and has held it in 13 quarters since. 65 funds tracked by Wall St. Rank hold QVAL as of Q1 2026.

  • Northwestern Mutual Wealth Management held 186,509 shares of Alpha Architect US Quantitative Value ETF worth $9.72M as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 14,919 Alpha Architect US Quantitative Value ETF shares in Q1 2026, an estimated $775K.
  • Alpha Architect US Quantitative Value ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #609 holding.
  • Northwestern Mutual Wealth Management first reported a position in Alpha Architect US Quantitative Value ETF in Q3 2017 and has held it in 13 quarters since.
  • 65 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Value ETF as of Q1 2026.

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