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EverSource Wealth Advisors’s Northern Trust NTRS Stock Holding History

EverSource Wealth Advisors’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 		$409K Sell
2,351
-614
-21% -$101K 0.01% 644
2026
Q1 		$414K Buy
2,965
+560
+23% +$80.6K 0.01% 684
2025
Q4 		$329K Buy
2,405
+1,023
+74% +$134K 0.01% 718
2025
Q3 		$186K Buy
1,382
+32
+2% +$4.12K 0.01% 937
2025
Q2 		$171K Buy
1,350
+596
+79% +$60.9K 0.01% 928
2025
Q1 		$74.4K Buy
754
+260
+53% +$27.6K ﹤0.01% 1038
2024
Q4 		$50.6K Buy
494
+224
+83% +$22.9K ﹤0.01% 1184
2024
Q3 		$24.3K Sell
270
-20
-7% -$1.75K ﹤0.01% 1393
2024
Q2 		$25.7K Buy
290
+73
+34% +$6.13K ﹤0.01% 1382
2024
Q1 		$17.9K Buy
217
+40
+23% +$3.28K ﹤0.01% 1415
2023
Q4 		$14.9K Buy
177
+126
+247% +$9.32K ﹤0.01% 1388
2023
Q3 		$3.54K Buy
51
+10
+24% +$755 ﹤0.01% 1829
2023
Q2 		$3.04K Buy
41
+28
+215% +$2.15K ﹤0.01% 1919
2023
Q1 		$1.15K Buy
13
+10
+333% +$926 ﹤0.01% 2079
2022
Q4 		$265 Sell
3
-57
-95% -$4.99K ﹤0.01% 2247
2022
Q3 		$5K Buy
60
+46
+329% +$4.44K ﹤0.01% 1389
2022
Q2 		$1K Buy
+14
New +$1.48K ﹤0.01% 1651

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

EverSource Wealth Advisors's NTRS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Northern Trust (NTRS) stake by 21% in Q2 2026, selling an estimated $101K and leaving 2,351 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #644.

EverSource Wealth Advisors first reported a position in NTRS in Q2 2022 and has held it in 17 quarters since. The position peaked at $414K in Q1 2026. 1,013 funds tracked by Wall St. Rank hold NTRS as of Q2 2026.

  • EverSource Wealth Advisors held 2,351 shares of Northern Trust worth $409K as of Q2 2026.
  • EverSource Wealth Advisors sold 614 Northern Trust shares in Q2 2026, an estimated $101K.
  • Northern Trust made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #644 holding.
  • EverSource Wealth Advisors first reported a position in Northern Trust in Q2 2022 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's Northern Trust position peaked at $414K in Q1 2026.
  • 1,013 funds tracked by Wall St. Rank held Northern Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.