TWD
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True Wealth Design’s Northern Trust NTRS Stock Holding History

True Wealth Design’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
Q3 		$84K Buy
496
+24
+5% +$4.39K 0.02% 334
2026
Q2 		$82.1K Buy
472
+71
+18% +$11.7K 0.02% 316
2026
Q1 		$56K Buy
401
+87
+28% +$12.5K 0.02% 372
2025
Q4 		$42.9K Buy
314
+156
+99% +$20.5K 0.01% 372
2025
Q3 		$21.3K Buy
158
+123
+351% +$15.8K 0.01% 586
2025
Q2 		$4.44K Sell
35
-225
-87% -$23K ﹤0.01% 854
2025
Q1 		$25.6K Sell
260
-165
-39% -$17.5K 0.01% 301
2024
Q4 		$43.6K Buy
425
+194
+84% +$19.8K 0.02% 189
2024
Q3 		$20.8K Buy
+231
New +$20.2K 0.01% 320

Other funds holding NTRS

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

True Wealth Design's NTRS Position: Q3 2026 in Review

True Wealth Design increased its Northern Trust (NTRS) stake by 5.1% in Q3 2026, buying an estimated $4.39K and bringing the position to 496 shares worth $84K. The position accounts for 0.02% of the portfolio, ranked #334.

True Wealth Design first reported a position in NTRS in Q3 2024 and has held it in 9 quarters since. 127 funds tracked by Wall St. Rank hold NTRS as of Q3 2026.

  • True Wealth Design held 496 shares of Northern Trust worth $84K as of Q3 2026.
  • True Wealth Design bought 24 Northern Trust shares in Q3 2026, an estimated $4.39K.
  • Northern Trust made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #334 holding.
  • True Wealth Design first reported a position in Northern Trust in Q3 2024 and has held it in 9 quarters since.
  • 127 funds tracked by Wall St. Rank held Northern Trust as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.