Northwestern Mutual Wealth Management
SOTK icon

Northwestern Mutual Wealth Management’s Sono-Tek SOTK Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio SOTK Stock Details SOTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$72.9K Sell
11,905
-148,297
-93% -$719K ﹤0.01% 2394
2026
Q1 		$650K Buy
+160,202
New +$662K ﹤0.01% 1477

Other funds holding SOTK

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
BMC
Benin Management Corp Wilton, Connecticut $494M AUM 25.95% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

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

Northwestern Mutual Wealth Management reduced its Sono-Tek (SOTK) stake by 93% in Q2 2026, selling an estimated $719K and leaving 11,905 shares worth $72.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2394.

Northwestern Mutual Wealth Management first reported a position in SOTK in Q1 2026 and has held it in 2 quarters since. The position peaked at $650K in Q1 2026. 30 funds tracked by Wall St. Rank hold SOTK as of Q2 2026.

  • Northwestern Mutual Wealth Management held 11,905 shares of Sono-Tek worth $72.9K as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 148,297 Sono-Tek shares in Q2 2026, an estimated $719K.
  • Sono-Tek made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2394 holding.
  • Northwestern Mutual Wealth Management first reported a position in Sono-Tek in Q1 2026 and has held it in 2 quarters since.
  • Northwestern Mutual Wealth Management's Sono-Tek position peaked at $650K in Q1 2026.
  • 30 funds tracked by Wall St. Rank held Sono-Tek as of Q2 2026.

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