Cape Investment Advisory’s Nordic American Tanker NAT Stock Holding History

Cape Investment Advisory’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	$1.11K	Buy	+200	New	+$1.13K	﹤0.01%	1320
2026 Q1	–	Sell	-200	Closed	-$688	–	832
2025 Q4	$688	Buy	+200	New	+$707	﹤0.01%	1226
2025 Q3	–	Sell	-200	Closed	-$526	–	1052
2025 Q2	$526	Hold	200	–	–	﹤0.01%	1080
2025 Q1	$492	Hold	200	–	–	﹤0.01%	1021
2024 Q4	$500	Hold	200	–	–	﹤0.01%	1017
2024 Q3	$734	Hold	200	–	–	﹤0.01%	888
2024 Q2	$796	Hold	200	–	–	﹤0.01%	850
2024 Q1	$784	Hold	200	–	–	﹤0.01%	865
2023 Q4	$840	Hold	200	–	–	﹤0.01%	1030
2023 Q3	$824	Hold	200	–	–	﹤0.01%	847
2023 Q2	$734	Hold	200	–	–	﹤0.01%	840
2023 Q1	$792	Buy	+200	New	+$717	﹤0.01%	888

Other funds holding NAT

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Cape Investment Advisory's NAT Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Nordic American Tanker (NAT) in Q2 2026: 200 shares worth $1.11K. The stake represents ﹤0.01% of the portfolio and ranks #1320 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in NAT as recently as Q4 2025.

Cape Investment Advisory first reported a position in NAT in Q1 2023 and has held it in 12 quarters since. 273 funds tracked by Wall St. Rank hold NAT as of Q2 2026.

Cape Investment Advisory held 200 shares of Nordic American Tanker worth $1.11K as of Q2 2026.
Nordic American Tanker was a new Cape Investment Advisory position in Q2 2026.
Nordic American Tanker made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1320 holding.
Cape Investment Advisory first reported a position in Nordic American Tanker in Q1 2023 and has held it in 12 quarters since.
273 funds tracked by Wall St. Rank held Nordic American Tanker as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.