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
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 $3.62B AUM 13% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

TCM

Traub Capital Management Needham, Massachusetts $101M AUM 15.89% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Northwestern Mutual Wealth Management's GRX Position: Q2 2025 in Review

Northwestern Mutual Wealth Management sold out of Gabelli Healthcare & Wellness Trust (GRX) in Q2 2025, closing a stake of 34 shares — an estimated $343 sold.

Northwestern Mutual Wealth Management first reported a position in GRX in Q1 2016 and held it in 5 quarters. The position peaked at $3K in Q2 2018. 58 funds tracked by Wall St. Rank hold GRX as of Q2 2025.

Northwestern Mutual Wealth Management reported no remaining Gabelli Healthcare & Wellness Trust position as of Q2 2025 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 34 Gabelli Healthcare & Wellness Trust shares in Q2 2025, an estimated $343.
Northwestern Mutual Wealth Management first reported a position in Gabelli Healthcare & Wellness Trust in Q1 2016 and held it in 5 quarters.
Northwestern Mutual Wealth Management's Gabelli Healthcare & Wellness Trust position peaked at $3K in Q2 2018.
58 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q2 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.