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Atria Wealth Solutions’s Northern Trust NTRS Stock Holding History

Atria Wealth Solutions’s Portfolio NTRS Stock Details NTRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,568
Closed -$553K – 1756
2025
Q1 		$553K Buy
5,568
+2,601
+88% +$276K 0.01% 1154
2024
Q4 		$306K Sell
2,967
-200
-6% -$20.4K ﹤0.01% 1535
2024
Q3 		$287K Hold
3,167
– – ﹤0.01% 1539
2024
Q2 		$268K Buy
3,167
+4
+0.1% +$336 ﹤0.01% 1580
2024
Q1 		$284K Sell
3,163
-3
-0.1% -$246 ﹤0.01% 1590
2023
Q4 		$270K Sell
3,166
-70
-2% -$5.18K ﹤0.01% 1571
2023
Q3 		$227K Sell
3,236
-6
-0.2% -$453 ﹤0.01% 1610
2023
Q2 		$243K Sell
3,242
-15
-0.5% -$1.15K ﹤0.01% 1573
2023
Q1 		$290K Sell
3,257
-118
-3% -$10.9K ﹤0.01% 1443
2022
Q4 		$301K Buy
3,375
+73
+2% +$6.39K ﹤0.01% 1359
2022
Q3 		$285K Buy
+3,302
New +$319K ﹤0.01% 1329
2022
Q2 		– Sell
-1,989
Closed -$233K – 1813
2022
Q1 		$233K Buy
+1,989
New +$236K ﹤0.01% 1475

Other funds holding NTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atria Wealth Solutions's NTRS Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Northern Trust (NTRS) in Q2 2025, closing a stake of 5,568 shares — an estimated $553K sold.

Atria Wealth Solutions first reported a position in NTRS in Q1 2022 and held it in 12 quarters. The position peaked at $553K in Q1 2025. 842 funds tracked by Wall St. Rank hold NTRS as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Northern Trust position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 5,568 Northern Trust shares in Q2 2025, an estimated $553K.
  • Atria Wealth Solutions first reported a position in Northern Trust in Q1 2022 and held it in 12 quarters.
  • Atria Wealth Solutions's Northern Trust position peaked at $553K in Q1 2025.
  • 842 funds tracked by Wall St. Rank held Northern Trust as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.