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Mount Yale Investment Advisors’s Northern Trust NTRS Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-46
Closed -$5.83K – 1283
2025
Q2 		$5.83K Buy
+46
New +$4.7K ﹤0.01% 1211
2022
Q2 		– Sell
-1,858
Closed -$216K – 485
2022
Q1 		$216K Sell
1,858
-225
-11% -$26.7K 0.02% 437
2021
Q4 		$249K Sell
2,083
-4,980
-71% -$597K 0.03% 410
2021
Q3 		$761K Sell
7,063
-757
-10% -$85.9K 0.09% 227
2021
Q2 		$904K Buy
7,820
+360
+5% +$41.3K 0.11% 197
2021
Q1 		$784K Sell
7,460
-467
-6% -$45.8K 0.1% 209
2020
Q4 		$738K Buy
7,927
+467
+6% +$41.2K 0.1% 209
2020
Q3 		$582K Buy
7,460
+915
+14% +$73.5K 0.08% 226
2020
Q2 		$519K Buy
6,545
+1,871
+40% +$148K 0.09% 223
2020
Q1 		$353K Buy
+4,674
New +$429K 0.08% 226

Other funds holding NTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mount Yale Investment Advisors's NTRS Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Northern Trust (NTRS) in Q3 2025, closing a stake of 46 shares — an estimated $5.83K sold.

Mount Yale Investment Advisors first reported a position in NTRS in Q1 2020 and held it in 10 quarters. The position peaked at $904K in Q2 2021. 870 funds tracked by Wall St. Rank hold NTRS as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Northern Trust position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 46 Northern Trust shares in Q3 2025, an estimated $5.83K.
  • Mount Yale Investment Advisors first reported a position in Northern Trust in Q1 2020 and held it in 10 quarters.
  • Mount Yale Investment Advisors's Northern Trust position peaked at $904K in Q2 2021.
  • 870 funds tracked by Wall St. Rank held Northern Trust as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.