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Elevation Wealth Partners’s Northern Trust NTRS Stock Holding History

Elevation Wealth Partners’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
2026
Q2 		$21K Buy
121
+69
+133% +$11.4K 0.01% 576
2026
Q1 		$7.26K Buy
52
+22
+73% +$3.17K ﹤0.01% 599
2025
Q4 		$4.1K Buy
30
+6
+25% +$788 ﹤0.01% 672
2025
Q3 		$3.23K Buy
+24
New +$3.09K ﹤0.01% 554

Other funds holding NTRS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Elevation Wealth Partners's NTRS Position: Q2 2026 in Review

Elevation Wealth Partners increased its Northern Trust (NTRS) stake by 133% in Q2 2026, buying an estimated $11.4K and bringing the position to 121 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #576.

Elevation Wealth Partners first reported a position in NTRS in Q3 2025 and has held it in 4 quarters since. 1,021 funds tracked by Wall St. Rank hold NTRS as of Q2 2026.

  • Elevation Wealth Partners held 121 shares of Northern Trust worth $21K as of Q2 2026.
  • Elevation Wealth Partners bought 69 Northern Trust shares in Q2 2026, an estimated $11.4K.
  • Northern Trust made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #576 holding.
  • Elevation Wealth Partners first reported a position in Northern Trust in Q3 2025 and has held it in 4 quarters since.
  • 1,021 funds tracked by Wall St. Rank held Northern Trust as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.