Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s UNIFI UFI Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio UFI Stock Details UFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-440
Closed -$2.75K – 3947
2024
Q4 		$2.75K Buy
+440
New +$2.69K ﹤0.01% 3101
2022
Q3 		– Sell
-47
Closed -$1K – 3409
2022
Q2 		$1K Buy
+47
New +$709 ﹤0.01% 3090
2019
Q2 		– Sell
-19
Closed – – 2712
2019
Q1 		$0 Hold
19
– – ﹤0.01% 2704
2018
Q4 		$0 Buy
+19
New +$480 ﹤0.01% 2662

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MA
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2L
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
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PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
BlackRock
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northwestern Mutual Wealth Management's UFI Position: Q1 2025 in Review

Northwestern Mutual Wealth Management sold out of UNIFI (UFI) in Q1 2025, closing a stake of 440 shares — an estimated $2.75K sold.

Northwestern Mutual Wealth Management first reported a position in UFI in Q4 2018 and held it in 4 quarters. The position peaked at $2.75K in Q4 2024. 55 funds tracked by Wall St. Rank hold UFI as of Q1 2025.

  • Northwestern Mutual Wealth Management reported no remaining UNIFI position as of Q1 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 440 UNIFI shares in Q1 2025, an estimated $2.75K.
  • Northwestern Mutual Wealth Management first reported a position in UNIFI in Q4 2018 and held it in 4 quarters.
  • Northwestern Mutual Wealth Management's UNIFI position peaked at $2.75K in Q4 2024.
  • 55 funds tracked by Wall St. Rank held UNIFI as of Q1 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.