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Evelyn Partners Investment Management’s Northern Trust NTRS Stock Holding History

Evelyn Partners Investment 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
2026
Q1 		$641K Hold
4,590
– – 0.02% 147
2025
Q4 		$627K Hold
4,590
– – 0.02% 151
2025
Q3 		$618K Hold
4,590
– – 0.02% 152
2025
Q2 		$582K Hold
4,590
– – 0.02% 152
2025
Q1 		$453K Hold
4,590
– – 0.02% 163
2024
Q4 		$470K Buy
+4,590
New +$469K 0.02% 161

Other funds holding NTRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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 $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Evelyn Partners Investment Management's NTRS Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Northern Trust (NTRS) position steady in Q1 2026 at 4,590 shares worth $641K. The position accounts for 0.02% of the portfolio, ranked #147.

Evelyn Partners Investment Management first reported a position in NTRS in Q4 2024 and has held it in 6 quarters since. 951 funds tracked by Wall St. Rank hold NTRS as of Q1 2026.

  • Evelyn Partners Investment Management held 4,590 shares of Northern Trust worth $641K as of Q1 2026.
  • Evelyn Partners Investment Management left its Northern Trust share count unchanged in Q1 2026.
  • Northern Trust made up 0.02% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #147 holding.
  • Evelyn Partners Investment Management first reported a position in Northern Trust in Q4 2024 and has held it in 6 quarters since.
  • 951 funds tracked by Wall St. Rank held Northern Trust as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.