Baron Wealth Management’s Nordic American Tanker NAT Stock Holding History

Baron Wealth Management’s Portfolio NAT Stock Details NAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$246K	Sell	44,327 -730	-2%	-$4.13K	0.06%	244
2026 Q1	$264K	Buy	45,057 +1,471	+3%	+$6.96K	0.08%	203
2025 Q4	$150K	Buy	43,586 +1,391	+3%	+$4.92K	0.05%	244
2025 Q3	$132K	Buy	42,195 +5,183	+14%	+$15.3K	0.04%	237
2025 Q2	$97.3K	Buy	+37,012	New	+$96.6K	0.03%	241

Other funds holding NAT

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Baron Wealth Management's NAT Position: Q2 2026 in Review

Baron Wealth Management reduced its Nordic American Tanker (NAT) stake by 1.6% in Q2 2026, selling an estimated $4.13K and leaving 44,327 shares worth $246K. The position accounts for 0.06% of the portfolio, ranked #244.

Baron Wealth Management first reported a position in NAT in Q2 2025 and has held it in 5 quarters since. The position peaked at $264K in Q1 2026. 26 funds tracked by Wall St. Rank hold NAT as of Q2 2026.

Baron Wealth Management held 44,327 shares of Nordic American Tanker worth $246K as of Q2 2026.
Baron Wealth Management sold 730 Nordic American Tanker shares in Q2 2026, an estimated $4.13K.
Nordic American Tanker made up 0.06% of Baron Wealth Management's portfolio in Q2 2026, its #244 holding.
Baron Wealth Management first reported a position in Nordic American Tanker in Q2 2025 and has held it in 5 quarters since.
Baron Wealth Management's Nordic American Tanker position peaked at $264K in Q1 2026.
26 funds tracked by Wall St. Rank held Nordic American Tanker as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.