Northwestern Mutual Wealth Management
XWEL icon

Northwestern Mutual Wealth Management’s XWELL XWEL Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio XWEL Stock Details XWEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9
Closed -$9 – 4267
2025
Q3 		$9 Buy
+9
New +$10 ﹤0.01% 3771
2025
Q1 		– Sell
-3
Closed -$5 – 3975
2024
Q4 		$5 Buy
+3
New +$5 ﹤0.01% 3565
2023
Q2 		– Sell
-25
Closed -$180 – 3644
2023
Q1 		$180 Buy
+25
New +$208 ﹤0.01% 3196

Other funds holding XWEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Northwestern Mutual Wealth Management sold out of XWELL (XWEL) in Q4 2025, closing a stake of 9 shares — an estimated $9 sold.

Northwestern Mutual Wealth Management first reported a position in XWEL in Q1 2023 and held it in 3 quarters. The position peaked at $180 in Q1 2023. 20 funds tracked by Wall St. Rank hold XWEL as of Q4 2025.

  • Northwestern Mutual Wealth Management reported no remaining XWELL position as of Q4 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 9 XWELL shares in Q4 2025, an estimated $9.
  • Northwestern Mutual Wealth Management first reported a position in XWELL in Q1 2023 and held it in 3 quarters.
  • Northwestern Mutual Wealth Management's XWELL position peaked at $180 in Q1 2023.
  • 20 funds tracked by Wall St. Rank held XWELL as of Q4 2025.

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