Wealthspire Advisors (New York)’s Northern Trust NTRS Stock Holding History

Wealthspire Advisors (New York)’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	$243K	Sell	1,740 -1,188	-41%	-$171K	﹤0.01%	797
2025 Q4	$400K	Buy	2,928 +1,486	+103%	+$195K	﹤0.01%	691
2025 Q3	$194K	Sell	1,442 -319	-18%	-$41K	﹤0.01%	805
2025 Q2	$223K	Buy	+1,761	New	+$180K	﹤0.01%	753
2022 Q1	–	Sell	-1,800	Closed	-$215K	–	513
2021 Q4	$215K	Buy	+1,800	New	+$216K	﹤0.01%	505
2021 Q2	–	Sell	-3,679	Closed	-$387K	–	567
2021 Q1	$387K	Buy	3,679 +138	+4%	+$13.5K	0.01%	469
2020 Q4	$330K	Buy	+3,541	New	+$312K	0.01%	407
2020 Q2	–	Sell	-4,016	Closed	-$303K	–	448
2020 Q1	$303K	Buy	+4,016	New	+$368K	0.01%	379
2019 Q1	–	Sell	-238	Closed	-$20K	–	556
2018 Q4	$20K	Buy	+238	New	+$22.3K	﹤0.01%	340

Other funds holding NTRS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Wealthspire Advisors (New York)'s NTRS Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Northern Trust (NTRS) stake by 41% in Q1 2026, selling an estimated $171K and leaving 1,740 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Wealthspire Advisors (New York) first reported a position in NTRS in Q4 2018 and has held it in 9 quarters since. The position peaked at $400K in Q4 2025. 954 funds tracked by Wall St. Rank hold NTRS as of Q1 2026.

Wealthspire Advisors (New York) held 1,740 shares of Northern Trust worth $243K as of Q1 2026.
Wealthspire Advisors (New York) sold 1,188 Northern Trust shares in Q1 2026, an estimated $171K.
Northern Trust made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #797 holding.
Wealthspire Advisors (New York) first reported a position in Northern Trust in Q4 2018 and has held it in 9 quarters since.
Wealthspire Advisors (New York)'s Northern Trust position peaked at $400K in Q4 2025.
954 funds tracked by Wall St. Rank held Northern Trust as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.