Northwestern Mutual Wealth Management’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.97K	Buy	+208	New	+$1.89K	﹤0.01%	3653
2025 Q2	–	Sell	-34	Closed	-$343	–	3806
2025 Q1	$343	Buy	+34	New	+$340	﹤0.01%	3411
2021 Q2	–	Sell	-81	Closed	-$1K	–	3074
2021 Q1	$1K	Hold	81	–	–	﹤0.01%	2683
2020 Q4	$1K	Buy	+81	New	+$898	﹤0.01%	2605
2018 Q3	–	Sell	-316	Closed	-$3K	–	2523
2018 Q2	$3K	Buy	+316	New	+$3.08K	﹤0.01%	2096
2016 Q2	–	Sell	-5	Closed	–	–	2134
2016 Q1	$0	Buy	+5	New	+$48	﹤0.01%	2189

Other funds holding GRX

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EPW

Evolve Private Wealth Los Angeles, California $1.64B AUM

ACP

Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Northwestern Mutual Wealth Management's GRX Position: Q2 2026 in Review

Northwestern Mutual Wealth Management opened a new position in Gabelli Healthcare & Wellness Trust (GRX) in Q2 2026: 208 shares worth $1.97K. The stake represents ﹤0.01% of the portfolio and ranks #3653 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in GRX as recently as Q1 2025.

Northwestern Mutual Wealth Management first reported a position in GRX in Q1 2016 and has held it in 6 quarters since. The position peaked at $3K in Q2 2018. 51 funds tracked by Wall St. Rank hold GRX as of Q2 2026.

Northwestern Mutual Wealth Management held 208 shares of Gabelli Healthcare & Wellness Trust worth $1.97K as of Q2 2026.
Gabelli Healthcare & Wellness Trust was a new Northwestern Mutual Wealth Management position in Q2 2026.
Gabelli Healthcare & Wellness Trust made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3653 holding.
Northwestern Mutual Wealth Management first reported a position in Gabelli Healthcare & Wellness Trust in Q1 2016 and has held it in 6 quarters since.
Northwestern Mutual Wealth Management's Gabelli Healthcare & Wellness Trust position peaked at $3K in Q2 2018.
51 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.