Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management’s BILL Holdings BILL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$29.1K	Sell	760 -18	-2%	-$805	﹤0.01%	2652
2025 Q4	$42.4K	Buy	778 +5	+0.6%	+$257	﹤0.01%	2468
2025 Q3	$40.9K	Buy	773 +37	+5%	+$1.72K	﹤0.01%	2404
2025 Q2	$34K	Buy	736 +29	+4%	+$1.28K	﹤0.01%	2396
2025 Q1	$32.4K	Sell	707 -68	-9%	-$4.57K	﹤0.01%	2329
2024 Q4	$65.6K	Buy	775 +35	+5%	+$2.61K	﹤0.01%	2078
2024 Q3	$39K	Sell	740 -67	-8%	-$3.45K	﹤0.01%	2250
2024 Q2	$42.5K	Buy	807 +36	+5%	+$2.04K	﹤0.01%	2142
2024 Q1	$53K	Sell	771 -13	-2%	-$909	﹤0.01%	2049
2023 Q4	$64K	Buy	784 +10	+1%	+$821	﹤0.01%	1953
2023 Q3	$84K	Buy	774 +5	+0.7%	+$569	﹤0.01%	1774
2023 Q2	$89.9K	Sell	769 -36	-4%	-$3.42K	﹤0.01%	1767
2023 Q1	$65.3K	Buy	805 +18	+2%	+$1.67K	﹤0.01%	1850
2022 Q4	$85.8K	Buy	787 +109	+16%	+$13.1K	﹤0.01%	1720
2022 Q3	$90K	Buy	678 +18	+3%	+$2.59K	﹤0.01%	1676
2022 Q2	$72K	Buy	660 +171	+35%	+$24.9K	﹤0.01%	1774
2022 Q1	$111K	Sell	489 -19	-4%	-$3.96K	﹤0.01%	1658
2021 Q4	$127K	Sell	508 -9	-2%	-$2.54K	﹤0.01%	1617
2021 Q3	$137K	Buy	+517	New	+$119K	﹤0.01%	1490

Other funds holding BILL

ER Collective Holdings Washington, District of Columbia $326M AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return