Northwestern Mutual Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $921K | Buy |
5,667
+393
| +7% | +$74.7K | ﹤0.01% | 1370 |
|
|
2025
Q4 | $1.18M | Sell |
5,274
-220
| -4% | -$50.2K | ﹤0.01% | 1233 |
|
|
2025
Q3 | $1.31M | Sell |
5,494
-21,283
| -79% | -$5.3M | ﹤0.01% | 1144 |
|
|
2025
Q2 | $6.51M | Buy |
26,777
+996
| +4% | +$237K | ﹤0.01% | 615 |
|
|
2025
Q1 | $6.25M | Buy |
25,781
+21,152
| +457% | +$4.98M | 0.01% | 595 |
|
|
2024
Q4 | $1.05M | Sell |
4,629
-2,616
| -36% | -$586K | ﹤0.01% | 1059 |
|
|
2024
Q3 | $1.56M | Buy |
7,245
+11
| +0.2% | +$2.3K | ﹤0.01% | 917 |
|
|
2024
Q2 | $1.43M | Buy |
7,234
+849
| +13% | +$168K | ﹤0.01% | 915 |
|
|
2024
Q1 | $1.31M | Sell |
6,385
-1,760
| -22% | -$355K | ﹤0.01% | 925 |
|
|
2023
Q4 | $1.68M | Buy |
8,145
+432
| +6% | +$79.7K | ﹤0.01% | 826 |
|
|
2023
Q3 | $1.38M | Buy |
7,713
+128
| +2% | +$22.7K | ﹤0.01% | 833 |
|
|
2023
Q2 | $1.26M | Buy |
7,585
+375
| +5% | +$56.7K | ﹤0.01% | 867 |
|
|
2023
Q1 | $1.06M | Buy |
7,210
+141
| +2% | +$20.2K | ﹤0.01% | 878 |
|
|
2022
Q4 | $948K | Buy |
7,069
+339
| +5% | +$48.2K | ﹤0.01% | 893 |
|
|
2022
Q3 | $971K | Buy |
6,730
+300
| +5% | +$48.7K | ﹤0.01% | 830 |
|
|
2022
Q2 | $917K | Sell |
6,430
-208
| -3% | -$30.2K | ﹤0.01% | 842 |
|
|
2022
Q1 | $1.03M | Sell |
6,638
-1,397
| -17% | -$214K | ﹤0.01% | 839 |
|
|
2021
Q4 | $1.47M | Sell |
8,035
-188
| -2% | -$33K | ﹤0.01% | 694 |
|
|
2021
Q3 | $1.37M | Buy |
8,223
+160
| +2% | +$27.2K | ﹤0.01% | 666 |
|
|
2021
Q2 | $1.3M | Buy |
8,063
+418
| +5% | +$66.8K | ﹤0.01% | 675 |
|
|
2021
Q1 | $1.17M | Buy |
7,645
+1,581
| +26% | +$233K | ﹤0.01% | 646 |
|
|
2020
Q4 | $930K | Buy |
6,064
+2,793
| +85% | +$405K | ﹤0.01% | 663 |
|
|
2020
Q3 | $432K | Sell |
3,271
-401
| -11% | -$53.6K | ﹤0.01% | 787 |
|
|
2020
Q2 | $464K | Buy |
3,672
+643
| +21% | +$74.5K | ﹤0.01% | 725 |
|
|
2020
Q1 | $288K | Buy |
3,029
+341
| +13% | +$38.9K | ﹤0.01% | 780 |
|
|
2019
Q4 | $332K | Sell |
2,688
-287
| -10% | -$35.1K | ﹤0.01% | 782 |
|
|
2019
Q3 | $370K | Buy |
2,975
+1,381
| +87% | +$178K | ﹤0.01% | 708 |
|
|
2019
Q2 | $204K | Buy |
1,594
+44
| +3% | +$5.3K | ﹤0.01% | 879 |
|
|
2019
Q1 | $161K | Buy |
1,550
+1,054
| +213% | +$106K | ﹤0.01% | 922 |
|
|
2018
Q4 | $48K | Sell |
496
-210
| -30% | -$22.7K | ﹤0.01% | 1265 |
|
|
2018
Q3 | $93K | Buy |
706
+302
| +75% | +$38.3K | ﹤0.01% | 1064 |
|
|
2018
Q2 | $47K | Sell |
404
-10
| -2% | -$1.13K | ﹤0.01% | 1268 |
|
|
2018
Q1 | $45K | Sell |
414
-53
| -11% | -$5.26K | ﹤0.01% | 1240 |
|
|
2017
Q4 | $42K | Buy |
467
+4
| +0.9% | +$349 | ﹤0.01% | 1214 |
|
|
2017
Q3 | $37K | Sell |
463
-103
| -18% | -$7.93K | ﹤0.01% | 1221 |
|
|
2017
Q2 | $43K | Buy |
566
+101
| +22% | +$7.29K | ﹤0.01% | 1136 |
|
|
2017
Q1 | $32K | Sell |
465
-1,086
| -70% | -$73.6K | ﹤0.01% | 1164 |
|
|
2016
Q4 | $103K | Buy |
+1,551
| New | +$101K | ﹤0.01% | 815 |
|
|
2016
Q3 | – | Sell |
-1,574
| Closed | -$103K | – | 347 |
|
|
2016
Q2 | $103K | Buy |
1,574
+176
| +13% | +$10.9K | ﹤0.01% | 717 |
|
|
2016
Q1 | $83K | Buy |
+1,398
| New | +$76.2K | ﹤0.01% | 753 |
|
|
2015
Q4 | – | Sell |
-249
| Closed | -$14K | – | 1595 |
|
|
2015
Q3 | $14K | Buy |
+249
| New | +$13.4K | ﹤0.01% | 1013 |
|
|
2015
Q1 | – | Sell |
-505
| Closed | -$23K | – | 1569 |
|
|
2014
Q4 | $23K | Buy |
+505
| New | +$22.1K | ﹤0.01% | 848 |
|
|
2014
Q3 | – | Sell |
-76
| Closed | -$3K | – | 1326 |
|
|
2014
Q2 | $3K | Buy |
76
+3
| +4% | +$117 | ﹤0.01% | 1087 |
|
|
2014
Q1 | $3K | Sell |
73
-249
| -77% | -$9.34K | ﹤0.01% | 1066 |
|
|
2013
Q4 | $13K | Buy |
322
+315
| +4,500% | +$11.4K | ﹤0.01% | 864 |
|
|
2013
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 1352 |
|
|
2013
Q2 | $0 | Buy |
+7
| New | +$180 | ﹤0.01% | 1243 |
|
Other funds holding BR
VCM
VPM
Northwestern Mutual Wealth Management's BR Position: Q1 2026 in Review
Northwestern Mutual Wealth Management increased its Broadridge (BR) stake by 7.5% in Q1 2026, buying an estimated $74.7K and bringing the position to 5,667 shares worth $921K. The position accounts for ﹤0.01% of the portfolio, ranked #1370.
Northwestern Mutual Wealth Management first reported a position in BR in Q2 2013 and has held it in 47 quarters since. The position peaked at $6.51M in Q2 2025. 1,056 funds tracked by Wall St. Rank hold BR as of Q1 2026.
- Northwestern Mutual Wealth Management held 5,667 shares of Broadridge worth $921K as of Q1 2026.
- Northwestern Mutual Wealth Management bought 393 Broadridge shares in Q1 2026, an estimated $74.7K.
- Broadridge made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1370 holding.
- Northwestern Mutual Wealth Management first reported a position in Broadridge in Q2 2013 and has held it in 47 quarters since.
- Northwestern Mutual Wealth Management's Broadridge position peaked at $6.51M in Q2 2025.
- 1,056 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.
Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.