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Strategic Wealth Partners’s Northern Trust NTRS Stock Holding History

Strategic Wealth Partners’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 		– Sell
-7
Closed -$999 – 1537
2026
Q1 		$999 Buy
+7
New +$1.01K ﹤0.01% 1250

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Fidelity Investments
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Vanguard Portfolio Management
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Primecap Management
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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

Strategic Wealth Partners's NTRS Position: Q2 2026 in Review

Strategic Wealth Partners sold out of Northern Trust (NTRS) in Q2 2026, closing a stake of 7 shares — an estimated $999 sold.

Strategic Wealth Partners first reported a position in NTRS in Q1 2026 and held it in 1 quarter. The position peaked at $999 in Q1 2026. 1,013 funds tracked by Wall St. Rank hold NTRS as of Q2 2026.

  • Strategic Wealth Partners reported no remaining Northern Trust position as of Q2 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 7 Northern Trust shares in Q2 2026, an estimated $999.
  • Strategic Wealth Partners first reported a position in Northern Trust in Q1 2026 and held it in 1 quarter.
  • Strategic Wealth Partners's Northern Trust position peaked at $999 in Q1 2026.
  • 1,013 funds tracked by Wall St. Rank held Northern Trust as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.