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Simplicity Wealth’s Northern Trust NTRS Stock Holding History

Simplicity Wealth’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
Q4 		– Sell
-7,246
Closed -$975K – 753
2025
Q3 		$975K Buy
7,246
+878
+14% +$113K 0.06% 297
2025
Q2 		$807K Buy
6,368
+2,543
+66% +$260K 0.03% 370
2025
Q1 		$377K Buy
3,825
+748
+24% +$79.4K 0.03% 389
2024
Q4 		$315K Buy
+3,077
New +$315K 0.07% 227

Other funds holding NTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Simplicity Wealth's NTRS Position: Q4 2025 in Review

Simplicity Wealth sold out of Northern Trust (NTRS) in Q4 2025, closing a stake of 7,246 shares — an estimated $975K sold.

Simplicity Wealth first reported a position in NTRS in Q4 2024 and held it in 4 quarters. The position peaked at $975K in Q3 2025. 912 funds tracked by Wall St. Rank hold NTRS as of Q4 2025.

  • Simplicity Wealth reported no remaining Northern Trust position as of Q4 2025 after selling out during the quarter.
  • Simplicity Wealth sold 7,246 Northern Trust shares in Q4 2025, an estimated $975K.
  • Simplicity Wealth first reported a position in Northern Trust in Q4 2024 and held it in 4 quarters.
  • Simplicity Wealth's Northern Trust position peaked at $975K in Q3 2025.
  • 912 funds tracked by Wall St. Rank held Northern Trust as of Q4 2025.

Based on Simplicity Wealth's 13F filing for Q4 2025, filed 30 Jan 2026.