Northwestern Mutual Wealth Management’s Global X Defense Tech ETF SHLD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$56.6M	Buy	948,362 +308,397	+48%	+$20.5M	0.03%	283
2026 Q1	$45.3M	Buy	639,965 +313,789	+96%	+$23.4M	0.03%	289
2025 Q4	$21.1M	Buy	326,176 +162,080	+99%	+$10.7M	0.01%	414
2025 Q3	$11.5M	Buy	164,096 +158,388	+2,775%	+$9.94M	0.01%	511
2025 Q2	$344K	Buy	5,708 +2,702	+90%	+$145K	﹤0.01%	1534
2025 Q1	$140K	Buy	+3,006	New	+$127K	﹤0.01%	1806
2024 Q4	–	Sell	-7	Closed	-$261	–	3856
2024 Q3	$261	Buy	+7	New	+$249	﹤0.01%	3418

Other funds holding SHLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its Global X Defense Tech ETF (SHLD) stake by 48% in Q2 2026, buying an estimated $20.5M and bringing the position to 948,362 shares worth $56.6M. The position accounts for 0.03% of the portfolio, ranked #283.

Northwestern Mutual Wealth Management first reported a position in SHLD in Q3 2024 and has held it in 7 quarters since. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Northwestern Mutual Wealth Management held 948,362 shares of Global X Defense Tech ETF worth $56.6M as of Q2 2026.
Northwestern Mutual Wealth Management bought 308,397 Global X Defense Tech ETF shares in Q2 2026, an estimated $20.5M.
Global X Defense Tech ETF made up 0.03% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #283 holding.
Northwestern Mutual Wealth Management first reported a position in Global X Defense Tech ETF in Q3 2024 and has held it in 7 quarters since.
606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

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