Northwestern Mutual Wealth Management
RMT

Northwestern Mutual Wealth Management’s Royce Micro-Cap Trust RMT Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio RMT Stock Details RMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29 Buy
+2
New +$27 ﹤0.01% 4040
2024
Q2 		– Sell
-8,426
Closed -$79.6K – 3773
2024
Q1 		$79.6K Buy
+8,426
New +$77K ﹤0.01% 1907
2022
Q1 		– Sell
-3,911
Closed -$45K – 3351
2021
Q4 		$45K Buy
+3,911
New +$45.6K ﹤0.01% 2020
2020
Q3 		– Sell
-385
Closed -$3K – 2651
2020
Q2 		$3K Buy
+385
New +$2.55K ﹤0.01% 2170
2019
Q2 		– Sell
-21
Closed – – 2673
2019
Q1 		$0 Buy
+21
New +$175 ﹤0.01% 2680
2017
Q4 		– Sell
-13
Closed – – 2428
2017
Q3 		$0 Buy
+13
New +$113 ﹤0.01% 2243
2016
Q4 		– Sell
-520
Closed -$4K – 2487
2016
Q3 		$4K Buy
+520
New +$4.03K ﹤0.01% 1815
2015
Q4 		– Sell
-512
Closed -$4K – 1799
2015
Q3 		$4K Buy
+512
New +$4.34K ﹤0.01% 1313
2015
Q2 		– Sell
-1,149
Closed -$11K – 1599
2015
Q1 		$11K Buy
1,149
+26
+2% +$255 ﹤0.01% 1020
2014
Q4 		$11K Sell
1,123
-4,049
-78% -$46.2K ﹤0.01% 1045
2014
Q3 		$61K Buy
5,172
+198
+4% +$2.44K ﹤0.01% 576
2014
Q2 		$63K Hold
4,974
– – ﹤0.01% 565
2014
Q1 		$61K Buy
+4,974
New +$61.5K ﹤0.01% 575
2013
Q4 		– Sell
-1,706
Closed -$20K – 1531
2013
Q3 		$20K Buy
1,706
+440
+35% +$5.03K ﹤0.01% 740
2013
Q2 		$14K Buy
+1,266
New +$13.5K ﹤0.01% 790

Other funds holding RMT

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ARA
Alexander Randolph Advisory Mclean, Virginia $121M AUM 27.14% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Northwestern Mutual Wealth Management opened a new position in Royce Micro-Cap Trust (RMT) in Q2 2026: 2 shares worth $29. The stake represents ﹤0.01% of the portfolio and ranks #4040 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in RMT as recently as Q1 2024.

Northwestern Mutual Wealth Management first reported a position in RMT in Q2 2013 and has held it in 15 quarters since. The position peaked at $79.6K in Q1 2024. 107 funds tracked by Wall St. Rank hold RMT as of Q2 2026.

  • Northwestern Mutual Wealth Management held 2 shares of Royce Micro-Cap Trust worth $29 as of Q2 2026.
  • Royce Micro-Cap Trust was a new Northwestern Mutual Wealth Management position in Q2 2026.
  • Royce Micro-Cap Trust made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #4040 holding.
  • Northwestern Mutual Wealth Management first reported a position in Royce Micro-Cap Trust in Q2 2013 and has held it in 15 quarters since.
  • Northwestern Mutual Wealth Management's Royce Micro-Cap Trust position peaked at $79.6K in Q1 2024.
  • 107 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q2 2026.

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