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Measured Wealth Private Client Group’s Northern Trust NTRS Stock Holding History

Measured Wealth Private Client Group’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 		$264K Sell
1,516
-192
-11% -$31.6K 0.06% 168
2026
Q1 		$238K Sell
1,708
-4
-0.2% -$575 0.07% 165
2025
Q4 		$234K Buy
1,712
+332
+24% +$43.6K 0.06% 168
2025
Q3 		$186K Buy
+1,380
New +$178K 0.05% 190

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

Measured Wealth Private Client Group's NTRS Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Northern Trust (NTRS) stake by 11% in Q2 2026, selling an estimated $31.6K and leaving 1,516 shares worth $264K. The position accounts for 0.06% of the portfolio, ranked #168.

Measured Wealth Private Client Group first reported a position in NTRS in Q3 2025 and has held it in 4 quarters since. 1,013 funds tracked by Wall St. Rank hold NTRS as of Q2 2026.

  • Measured Wealth Private Client Group held 1,516 shares of Northern Trust worth $264K as of Q2 2026.
  • Measured Wealth Private Client Group sold 192 Northern Trust shares in Q2 2026, an estimated $31.6K.
  • Northern Trust made up 0.06% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #168 holding.
  • Measured Wealth Private Client Group first reported a position in Northern Trust in Q3 2025 and has held it in 4 quarters since.
  • 1,013 funds tracked by Wall St. Rank held Northern Trust as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.