Westside Investment Management’s Northern Trust NTRS Stock Holding History

Westside Investment 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	$28.5K	Hold	164	–	–	﹤0.01%	802
2026 Q1	$23.3K	Hold	164	–	–	﹤0.01%	844
2025 Q4	$22.8K	Hold	164	–	–	﹤0.01%	824
2025 Q3	$21.5K	Buy	164 +82	+100%	+$10.6K	﹤0.01%	859
2025 Q2	$10.5K	Buy	+82	New	+$8.38K	﹤0.01%	913
2024 Q1	–	Sell	-107	Closed	-$9.03K	–	905
2023 Q4	$9.03K	Hold	107	–	–	﹤0.01%	609
2023 Q3	$7.43K	Hold	107	–	–	﹤0.01%	637
2023 Q2	$7.93K	Hold	107	–	–	﹤0.01%	635
2023 Q1	$9.43K	Hold	107	–	–	﹤0.01%	604
2022 Q4	$9	Hold	107	–	–	﹤0.01%	622
2022 Q3	$9	Hold	107	–	–	﹤0.01%	614
2022 Q2	$10	Hold	107	–	–	﹤0.01%	604
2022 Q1	$12	Hold	107	–	–	﹤0.01%	594
2021 Q4	$12	Hold	107	–	–	﹤0.01%	573
2021 Q3	$11	Hold	107	–	–	﹤0.01%	567
2021 Q2	$12	Hold	107	–	–	﹤0.01%	551
2021 Q1	$11	Hold	107	–	–	﹤0.01%	542
2020 Q4	$9	Hold	107	–	–	﹤0.01%	506
2020 Q3	$8	Hold	107	–	–	﹤0.01%	510
2020 Q2	$8	Hold	107	–	–	﹤0.01%	499
2020 Q1	$8	Buy	+107	New	+$9.81K	﹤0.01%	493
2019 Q2	$9	Buy	+107	New	+$9.86K	﹤0.01%	488
2018 Q4	$8.94K	Hold	107	–	–	﹤0.01%	491
2018 Q3	$11.1K	Hold	107	–	–	﹤0.01%	475
2018 Q2	$11.1K	Hold	107	–	–	﹤0.01%	539
2018 Q1	$10.8K	Hold	107	–	–	0.01%	523
2017 Q4	$11K	Hold	107	–	–	0.01%	545
2017 Q3	$9.91K	Hold	107	–	–	0.01%	547
2017 Q2	$10.5K	Hold	107	–	–	0.01%	528
2017 Q1	$9.18K	Hold	107	–	–	﹤0.01%	527
2016 Q4	$9.63K	Buy	+107	New	+$8.5K	0.01%	407

Other funds holding NTRS

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Westside Investment Management's NTRS Position: Q2 2026 in Review

Westside Investment Management held its Northern Trust (NTRS) position steady in Q2 2026 at 164 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #802.

Westside Investment Management first reported a position in NTRS in Q4 2016 and has held it in 31 quarters since. 1,013 funds tracked by Wall St. Rank hold NTRS as of Q2 2026.

Westside Investment Management held 164 shares of Northern Trust worth $28.5K as of Q2 2026.
Westside Investment Management left its Northern Trust share count unchanged in Q2 2026.
Northern Trust made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #802 holding.
Westside Investment Management first reported a position in Northern Trust in Q4 2016 and has held it in 31 quarters since.
1,013 funds tracked by Wall St. Rank held Northern Trust as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.