Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Heritage Global HGBL Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio HGBL Stock Details HGBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-17
Closed -$37 – 3813
2025
Q1 		$37 Buy
+17
New +$36 ﹤0.01% 3597

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

Northwestern Mutual Wealth Management sold out of Heritage Global (HGBL) in Q2 2025, closing a stake of 17 shares — an estimated $37 sold.

Northwestern Mutual Wealth Management first reported a position in HGBL in Q1 2025 and held it in 1 quarter. The position peaked at $37 in Q1 2025. 38 funds tracked by Wall St. Rank hold HGBL as of Q2 2025.

  • Northwestern Mutual Wealth Management reported no remaining Heritage Global position as of Q2 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 17 Heritage Global shares in Q2 2025, an estimated $37.
  • Northwestern Mutual Wealth Management first reported a position in Heritage Global in Q1 2025 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Heritage Global position peaked at $37 in Q1 2025.
  • 38 funds tracked by Wall St. Rank held Heritage Global as of Q2 2025.

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