Cherry Tree Wealth Management’s Nordic American Tanker NAT Stock Holding History

Cherry Tree 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 Q1	–	Sell	-7,000	Closed	-$24.1K	–	595
2025 Q4	$24.1K	Hold	7,000	–	–	0.01%	333
2025 Q3	$22K	Sell	7,000 -2,500	-26%	-$7.38K	﹤0.01%	330
2025 Q2	$25K	Hold	9,500	–	–	0.01%	312
2025 Q1	$23.4K	Sell	9,500 -18,600	-66%	-$49K	0.01%	325
2024 Q4	$70.3K	Sell	28,100 -3,500	-11%	-$10.8K	0.02%	233
2024 Q3	$116K	Hold	31,600	–	–	0.03%	203
2024 Q2	$126K	Hold	31,600	–	–	0.03%	186
2024 Q1	$124K	Hold	31,600	–	–	0.03%	187
2023 Q4	$133K	Sell	31,600 -4,000	-11%	-$17K	0.04%	175
2023 Q3	$147K	Hold	35,600	–	–	0.04%	159
2023 Q2	$131K	Buy	+35,600	New	+$129K	0.04%	171

Other funds holding NAT

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Cherry Tree Wealth Management's NAT Position: Q1 2026 in Review

Cherry Tree Wealth Management sold out of Nordic American Tanker (NAT) in Q1 2026, closing a stake of 7,000 shares — an estimated $24.1K sold.

Cherry Tree Wealth Management first reported a position in NAT in Q2 2023 and held it in 11 quarters. The position peaked at $147K in Q3 2023. 239 funds tracked by Wall St. Rank hold NAT as of Q1 2026.

Cherry Tree Wealth Management reported no remaining Nordic American Tanker position as of Q1 2026 after selling out during the quarter.
Cherry Tree Wealth Management sold 7,000 Nordic American Tanker shares in Q1 2026, an estimated $24.1K.
Cherry Tree Wealth Management first reported a position in Nordic American Tanker in Q2 2023 and held it in 11 quarters.
Cherry Tree Wealth Management's Nordic American Tanker position peaked at $147K in Q3 2023.
239 funds tracked by Wall St. Rank held Nordic American Tanker as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.