Northwestern Mutual Wealth Management’s Templeton Dragon Fund TDF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-518	Closed	-$6.04K	–	4242
2025 Q3	$6.04K	Buy	+518	New	+$5.56K	﹤0.01%	3080
2025 Q2	–	Sell	-200	Closed	-$1.94K	–	3989
2025 Q1	$1.94K	Sell	200 -91	-31%	-$835	﹤0.01%	3163
2024 Q4	$2.47K	Buy	+291	New	+$2.58K	﹤0.01%	3134
2018 Q4	–	Sell	-800	Closed	-$16K	–	2642
2018 Q3	$16K	Sell	800 -193	-19%	-$3.96K	﹤0.01%	1761
2018 Q2	$21K	Buy	993 +193	+24%	+$4.28K	﹤0.01%	1586
2018 Q1	$18K	Hold	800	–	–	﹤0.01%	1573
2017 Q4	$17K	Sell	800 -2,284	-74%	-$48.8K	﹤0.01%	1558
2017 Q3	$64K	Buy	3,084 +1,361	+79%	+$29K	﹤0.01%	1031
2017 Q2	$35K	Buy	1,723 +660	+62%	+$12.8K	﹤0.01%	1209
2017 Q1	$20K	Buy	1,063 +263	+33%	+$4.67K	﹤0.01%	1339
2016 Q4	$13K	Buy	+800	New	+$13.6K	﹤0.01%	1520
2013 Q4	–	Sell	-194	Closed	-$5K	–	1557
2013 Q3	$5K	Buy	+194	New	+$5.03K	﹤0.01%	1020

Other funds holding TDF

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management's TDF Position: Q4 2025 in Review

Northwestern Mutual Wealth Management sold out of Templeton Dragon Fund (TDF) in Q4 2025, closing a stake of 518 shares — an estimated $6.04K sold.

Northwestern Mutual Wealth Management first reported a position in TDF in Q3 2013 and held it in 12 quarters. The position peaked at $64K in Q3 2017. 50 funds tracked by Wall St. Rank hold TDF as of Q4 2025.

Northwestern Mutual Wealth Management reported no remaining Templeton Dragon Fund position as of Q4 2025 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 518 Templeton Dragon Fund shares in Q4 2025, an estimated $6.04K.
Northwestern Mutual Wealth Management first reported a position in Templeton Dragon Fund in Q3 2013 and held it in 12 quarters.
Northwestern Mutual Wealth Management's Templeton Dragon Fund position peaked at $64K in Q3 2017.
50 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q4 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.