HHM Wealth Advisors’s Northern Trust NTRS Stock Holding History

HHM 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	$27.8K	Hold	160	–	–	﹤0.01%	479
2026 Q1	$22.3K	Hold	160	–	–	﹤0.01%	494
2025 Q4	$21.9K	Hold	160	–	–	﹤0.01%	485
2025 Q3	$21.5K	Sell	160 -13	-8%	-$1.67K	﹤0.01%	501
2025 Q2	$21.9K	Hold	173	–	–	﹤0.01%	496
2025 Q1	$17.1K	Sell	173 -60	-26%	-$6.37K	﹤0.01%	518
2024 Q4	$23.9K	Buy	233 +13	+6%	+$1.33K	﹤0.01%	474
2024 Q3	$19.8K	Hold	220	–	–	﹤0.01%	468
2024 Q2	$18.5K	Hold	220	–	–	﹤0.01%	467
2024 Q1	$19.6K	Hold	220	–	–	﹤0.01%	415
2023 Q4	$18.6K	Buy	+220	New	+$16.3K	﹤0.01%	420

Other funds holding NTRS

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

HHM Wealth Advisors held its Northern Trust (NTRS) position steady in Q2 2026 at 160 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

HHM Wealth Advisors first reported a position in NTRS in Q4 2023 and has held it in 11 quarters since. 1,020 funds tracked by Wall St. Rank hold NTRS as of Q2 2026.

HHM Wealth Advisors held 160 shares of Northern Trust worth $27.8K as of Q2 2026.
HHM Wealth Advisors left its Northern Trust share count unchanged in Q2 2026.
Northern Trust made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #479 holding.
HHM Wealth Advisors first reported a position in Northern Trust in Q4 2023 and has held it in 11 quarters since.
1,020 funds tracked by Wall St. Rank held Northern Trust as of Q2 2026.

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