Cherry Tree Wealth Management’s Northern Trust NTRS Stock Holding History

Cherry Tree Wealth Management’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 Q4	–	Sell	-26	Closed	-$3.5K	–	622
2025 Q3	$3.5K	Hold	26	–	–	﹤0.01%	490
2025 Q2	$3.3K	Hold	26	–	–	﹤0.01%	506
2025 Q1	$2.56K	Hold	26	–	–	﹤0.01%	608
2024 Q4	$2.67K	Hold	26	–	–	﹤0.01%	521
2024 Q3	$2.34K	Hold	26	–	–	﹤0.01%	528
2024 Q2	$2.18K	Hold	26	–	–	﹤0.01%	510
2024 Q1	$2.31K	Hold	26	–	–	﹤0.01%	502
2023 Q4	$2.19K	Hold	26	–	–	﹤0.01%	497
2023 Q3	$1.81K	Hold	26	–	–	﹤0.01%	490
2023 Q2	$1.93K	Buy	+26	New	+$2K	﹤0.01%	494

Other funds holding NTRS

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cherry Tree Wealth Management's NTRS Position: Q4 2025 in Review

Cherry Tree Wealth Management sold out of Northern Trust (NTRS) in Q4 2025, closing a stake of 26 shares — an estimated $3.5K sold.

Cherry Tree Wealth Management first reported a position in NTRS in Q2 2023 and held it in 10 quarters. The position peaked at $3.5K in Q3 2025. 912 funds tracked by Wall St. Rank hold NTRS as of Q4 2025.

Cherry Tree Wealth Management reported no remaining Northern Trust position as of Q4 2025 after selling out during the quarter.
Cherry Tree Wealth Management sold 26 Northern Trust shares in Q4 2025, an estimated $3.5K.
Cherry Tree Wealth Management first reported a position in Northern Trust in Q2 2023 and held it in 10 quarters.
Cherry Tree Wealth Management's Northern Trust position peaked at $3.5K in Q3 2025.
912 funds tracked by Wall St. Rank held Northern Trust as of Q4 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.