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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
Q2 		$9.06K Sell
52
-15
-22% -$2.47K ﹤0.01% 1010
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

SHP Wealth Management's NTRS Position: Q2 2026 in Review

SHP Wealth Management reduced its Northern Trust (NTRS) stake by 22% in Q2 2026, selling an estimated $2.47K and leaving 52 shares worth $9.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

SHP Wealth Management first reported a position in NTRS in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.36K in Q1 2026. 1,020 funds tracked by Wall St. Rank hold NTRS as of Q2 2026.

  • SHP Wealth Management held 52 shares of Northern Trust worth $9.06K as of Q2 2026.
  • SHP Wealth Management sold 15 Northern Trust shares in Q2 2026, an estimated $2.47K.
  • Northern Trust made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1010 holding.
  • SHP Wealth Management first reported a position in Northern Trust in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Northern Trust position peaked at $9.36K in Q1 2026.
  • 1,020 funds tracked by Wall St. Rank held Northern Trust as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.