Northwestern Mutual Wealth Management’s TruBridge TBRG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,582	Closed	-$60.5K	–	4084
2025 Q2	$60.5K	Sell	2,582 -1,451	-36%	-$35.6K	﹤0.01%	2175
2025 Q1	$111K	Buy	4,033 +383	+10%	+$9.98K	﹤0.01%	1895
2024 Q4	$72K	Buy	+3,650	New	+$56.2K	﹤0.01%	2043
2022 Q4	–	Sell	-59	Closed	-$2K	–	3492
2022 Q3	$2K	Buy	+59	New	+$1.82K	﹤0.01%	2912
2019 Q4	–	Sell	-73	Closed	-$2K	–	2647
2019 Q3	$2K	Buy	+73	New	+$1.77K	﹤0.01%	2302
2017 Q1	–	Sell	-16	Closed	–	–	2450
2016 Q4	$0	Buy	+16	New	+$399	﹤0.01%	2389
2015 Q4	–	Sell	-7	Closed	–	–	1877
2015 Q3	$0	Buy	+7	New	+$338	﹤0.01%	1864

Other funds holding TBRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NCM

Nellore Capital Management Redwood City, California $783M AUM 2.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Northwestern Mutual Wealth Management's TBRG Position: Q3 2025 in Review

Northwestern Mutual Wealth Management sold out of TruBridge (TBRG) in Q3 2025, closing a stake of 2,582 shares — an estimated $60.5K sold.

Northwestern Mutual Wealth Management first reported a position in TBRG in Q3 2015 and held it in 7 quarters. The position peaked at $111K in Q1 2025. 88 funds tracked by Wall St. Rank hold TBRG as of Q3 2025.

Northwestern Mutual Wealth Management reported no remaining TruBridge position as of Q3 2025 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 2,582 TruBridge shares in Q3 2025, an estimated $60.5K.
Northwestern Mutual Wealth Management first reported a position in TruBridge in Q3 2015 and held it in 7 quarters.
Northwestern Mutual Wealth Management's TruBridge position peaked at $111K in Q1 2025.
88 funds tracked by Wall St. Rank held TruBridge as of Q3 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.