Baron Wealth Management
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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
Q3 		$337K Sell
42,658
-1,669
-4% -$11.4K 0.09% 177
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

Dimensional Fund Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Philip James Wealth Mangement
Philip James Wealth Mangement Milton, Georgia $906M AUM 30.39% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $146M AUM 53.45% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Baron Wealth Management's NAT Position: Q3 2026 in Review

Baron Wealth Management reduced its Nordic American Tanker (NAT) stake by 3.8% in Q3 2026, selling an estimated $11.4K and leaving 42,658 shares worth $337K. The position accounts for 0.09% of the portfolio, ranked #177.

Baron Wealth Management first reported a position in NAT in Q2 2025 and has held it in 6 quarters since. 127 funds tracked by Wall St. Rank hold NAT as of Q3 2026.

  • Baron Wealth Management held 42,658 shares of Nordic American Tanker worth $337K as of Q3 2026.
  • Baron Wealth Management sold 1,669 Nordic American Tanker shares in Q3 2026, an estimated $11.4K.
  • Nordic American Tanker made up 0.09% of Baron Wealth Management's portfolio in Q3 2026, its #177 holding.
  • Baron Wealth Management first reported a position in Nordic American Tanker in Q2 2025 and has held it in 6 quarters since.
  • 127 funds tracked by Wall St. Rank held Nordic American Tanker as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.