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SHP Wealth Management’s Northern Trust NTRS Stock Holding History

SHP 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 		$9.36K Buy
67
+61
+1,017% +$8.78K ﹤0.01% 915
2025
Q4 		$824 Buy
+6
New +$788 ﹤0.01% 1291

Other funds holding NTRS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

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

SHP Wealth Management increased its Northern Trust (NTRS) stake by 1,017% in Q1 2026, buying an estimated $8.78K and bringing the position to 67 shares worth $9.36K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

SHP Wealth Management first reported a position in NTRS in Q4 2025 and has held it in 2 quarters since. 954 funds tracked by Wall St. Rank hold NTRS as of Q1 2026.

  • SHP Wealth Management held 67 shares of Northern Trust worth $9.36K as of Q1 2026.
  • SHP Wealth Management bought 61 Northern Trust shares in Q1 2026, an estimated $8.78K.
  • Northern Trust made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #915 holding.
  • SHP Wealth Management first reported a position in Northern Trust in Q4 2025 and has held it in 2 quarters since.
  • 954 funds tracked by Wall St. Rank held Northern Trust as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.