IHT Wealth Management’s Northern Trust NTRS Stock Holding History

IHT 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
2026 Q1	$497K	Buy	3,558 +217	+6%	+$31.2K	0.01%	833
2025 Q4	$456K	Buy	3,341 +32	+1%	+$4.2K	0.01%	807
2025 Q3	$445K	Sell	3,309 -109	-3%	-$14K	0.01%	781
2025 Q2	$433K	Buy	3,418 +56	+2%	+$5.73K	0.01%	745
2025 Q1	$332K	Buy	3,362 +265	+9%	+$28.1K	0.01%	821
2024 Q4	$317K	Sell	3,097 -198	-6%	-$20.2K	0.01%	834
2024 Q3	$297K	Buy	+3,295	New	+$288K	0.01%	913
2021 Q3	–	Sell	-4,764	Closed	-$551K	–	922
2021 Q2	$551K	Buy	4,764 +7	+0.1%	+$803	0.03%	505
2021 Q1	$500K	Buy	4,757 +17	+0.4%	+$1.67K	0.04%	458
2020 Q4	$441K	Buy	4,740 +3	+0.1%	+$265	0.04%	447
2020 Q3	$369K	Buy	+4,737	New	+$380K	0.04%	422
2020 Q2	–	Sell	-4,323	Closed	-$326K	–	617
2020 Q1	$326K	Buy	4,323 +311	+8%	+$28.5K	0.05%	374
2019 Q4	$426K	Buy	4,012 +286	+8%	+$29.3K	0.05%	360
2019 Q3	$348K	Buy	+3,726	New	+$342K	0.05%	391
2018 Q2	–	Sell	-261	Closed	-$27K	–	1038
2018 Q1	$27K	Hold	261	–	–	0.01%	878
2017 Q4	$27K	Buy	261 +205	+366%	+$19.5K	0.01%	900
2017 Q3	$5K	Hold	56	–	–	﹤0.01%	1096
2017 Q2	$177	Hold	56	–	–	0.09%	249
2017 Q1	$5K	Hold	56	–	–	﹤0.01%	956
2016 Q4	$5K	Buy	+56	New	+$4.45K	﹤0.01%	924

Other funds holding NTRS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

IHT Wealth Management's NTRS Position: Q1 2026 in Review

IHT Wealth Management increased its Northern Trust (NTRS) stake by 6.5% in Q1 2026, buying an estimated $31.2K and bringing the position to 3,558 shares worth $497K. The position accounts for 0.01% of the portfolio, ranked #833.

IHT Wealth Management first reported a position in NTRS in Q4 2016 and has held it in 20 quarters since. The position peaked at $551K in Q2 2021. 950 funds tracked by Wall St. Rank hold NTRS as of Q1 2026.

IHT Wealth Management held 3,558 shares of Northern Trust worth $497K as of Q1 2026.
IHT Wealth Management bought 217 Northern Trust shares in Q1 2026, an estimated $31.2K.
Northern Trust made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #833 holding.
IHT Wealth Management first reported a position in Northern Trust in Q4 2016 and has held it in 20 quarters since.
IHT Wealth Management's Northern Trust position peaked at $551K in Q2 2021.
950 funds tracked by Wall St. Rank held Northern Trust as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.