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Ritholtz Wealth Management’s Northern Trust NTRS Stock Holding History

Ritholtz 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 		$4.23M Sell
30,307
-3,150
-9% -$453K 0.07% 196
2025
Q4 		$4.57M Buy
33,457
+983
+3% +$129K 0.08% 159
2025
Q3 		$4.37M Buy
32,474
+2,587
+9% +$333K 0.09% 155
2025
Q2 		$3.79M Buy
29,887
+16,960
+131% +$1.73M 0.08% 151
2025
Q1 		$1.28M Buy
12,927
+3,579
+38% +$380K 0.04% 345
2024
Q4 		$958K Buy
9,348
+3,928
+72% +$402K 0.03% 369
2024
Q3 		$488K Buy
+5,420
New +$474K 0.01% 562
2023
Q2 		– Sell
-3,146
Closed -$277K – 697
2023
Q1 		$277K Buy
+3,146
New +$291K 0.01% 533

Other funds holding NTRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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