Lido Advisors
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Lido Advisors’s Northern Trust NTRS Stock Holding History

Lido 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 		$1.46M Buy
8,388
+3,572
+74% +$588K ﹤0.01% 917
2026
Q1 		$676K Buy
4,816
+1,402
+41% +$202K ﹤0.01% 1143
2025
Q4 		$463K Buy
3,414
+138
+4% +$18.1K ﹤0.01% 1327
2025
Q3 		$444K Buy
3,276
+275
+9% +$35.4K ﹤0.01% 1287
2025
Q2 		$383K Buy
3,001
+356
+13% +$36.4K ﹤0.01% 1219
2025
Q1 		$263K Buy
2,645
+190
+8% +$20.2K ﹤0.01% 1267
2024
Q4 		$254K Sell
2,455
-124
-5% -$12.7K ﹤0.01% 1292
2024
Q3 		$232K Sell
2,579
-293
-10% -$25.6K ﹤0.01% 1266
2024
Q2 		$243K Sell
2,872
-1,029
-26% -$86.4K ﹤0.01% 1210
2024
Q1 		$350K Sell
3,901
-3,417
-47% -$280K ﹤0.01% 1024
2023
Q4 		$623K Buy
7,318
+111
+2% +$8.21K ﹤0.01% 781
2023
Q3 		$501K Sell
7,207
-323
-4% -$24.4K ﹤0.01% 749
2023
Q2 		$558K Sell
7,530
-252
-3% -$19.3K ﹤0.01% 696
2023
Q1 		$686K Sell
7,782
-6,514
-46% -$603K 0.01% 576
2022
Q4 		$1.27M Buy
+14,296
New +$1.25M 0.02% 368
2022
Q2 		– Sell
-2,000
Closed -$232K – 1025
2022
Q1 		$232K Buy
2,000
+24
+1% +$2.85K ﹤0.01% 906
2021
Q4 		$236K Buy
+1,976
New +$237K ﹤0.01% 906

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

Lido Advisors's NTRS Position: Q2 2026 in Review

Lido Advisors increased its Northern Trust (NTRS) stake by 74% in Q2 2026, buying an estimated $588K and bringing the position to 8,388 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #917.

Lido Advisors first reported a position in NTRS in Q4 2021 and has held it in 17 quarters since. 1,021 funds tracked by Wall St. Rank hold NTRS as of Q2 2026.

  • Lido Advisors held 8,388 shares of Northern Trust worth $1.46M as of Q2 2026.
  • Lido Advisors bought 3,572 Northern Trust shares in Q2 2026, an estimated $588K.
  • Northern Trust made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #917 holding.
  • Lido Advisors first reported a position in Northern Trust in Q4 2021 and has held it in 17 quarters since.
  • 1,021 funds tracked by Wall St. Rank held Northern Trust as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.