Creative Planning’s Nordic American Tanker NAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $849K | Buy |
144,893
+2,712
| +2% | +$12.8K | ﹤0.01% | 2585 |
|
|
2025
Q4 | $489K | Sell |
142,181
-4,560
| -3% | -$16.1K | ﹤0.01% | 2866 |
|
|
2025
Q3 | $461K | Buy |
146,741
+18,116
| +14% | +$53.5K | ﹤0.01% | 2796 |
|
|
2025
Q2 | $338K | Buy |
128,625
+16,998
| +15% | +$44.3K | ﹤0.01% | 2789 |
|
|
2025
Q1 | $275K | Buy |
111,627
+3,295
| +3% | +$8.68K | ﹤0.01% | 2837 |
|
|
2024
Q4 | $271K | Buy |
108,332
+69,923
| +182% | +$215K | ﹤0.01% | 2748 |
|
|
2024
Q3 | $141K | Sell |
38,409
-5,851
| -13% | -$21.5K | ﹤0.01% | 2951 |
|
|
2024
Q2 | $176K | Sell |
44,260
-6,782
| -13% | -$27.3K | ﹤0.01% | 2713 |
|
|
2024
Q1 | $200K | Sell |
51,042
-6,012
| -11% | -$25.2K | ﹤0.01% | 2566 |
|
|
2023
Q4 | $240K | Buy |
57,054
+23,496
| +70% | +$99.9K | ﹤0.01% | 2270 |
|
|
2023
Q3 | $138K | Sell |
33,558
-1,888
| -5% | -$7.54K | ﹤0.01% | 2336 |
|
|
2023
Q2 | $130K | Buy |
35,446
+5,260
| +17% | +$19K | ﹤0.01% | 2307 |
|
|
2023
Q1 | $120K | Buy |
30,186
+3,388
| +13% | +$12.2K | ﹤0.01% | 2223 |
|
|
2022
Q4 | $82K | Sell |
26,798
-6,849
| -20% | -$22.1K | ﹤0.01% | 2173 |
|
|
2022
Q3 | $90K | Buy |
33,647
+1,258
| +4% | +$3.34K | ﹤0.01% | 2041 |
|
|
2022
Q2 | $69K | Sell |
32,389
-1,600
| -5% | -$3.82K | ﹤0.01% | 2011 |
|
|
2022
Q1 | $72K | Buy |
33,989
+12,362
| +57% | +$21.9K | ﹤0.01% | 2022 |
|
|
2021
Q4 | $37K | Buy |
21,627
+4,101
| +23% | +$8.81K | ﹤0.01% | 2014 |
|
|
2021
Q3 | $45K | Hold |
17,526
| – | – | ﹤0.01% | 2003 |
|
|
2021
Q2 | $57K | Sell |
17,526
-3,804
| -18% | -$12.9K | ﹤0.01% | 1928 |
|
|
2021
Q1 | $69K | Buy |
+21,330
| New | +$68.7K | ﹤0.01% | 2311 |
|
|
2020
Q4 | – | Sell |
-94,309
| Closed | -$329K | – | 2425 |
|
|
2020
Q3 | $329K | Buy |
94,309
+74,260
| +370% | +$310K | ﹤0.01% | 1357 |
|
|
2020
Q2 | $81K | Buy |
+20,049
| New | +$94.9K | ﹤0.01% | 1696 |
|
|
2017
Q3 | – | Sell |
-13,596
| Closed | -$86K | – | 3043 |
|
|
2017
Q2 | $86K | Buy |
13,596
+1,521
| +13% | +$10.7K | ﹤0.01% | 2094 |
|
|
2017
Q1 | $98K | Sell |
12,075
-20,883
| -63% | -$173K | ﹤0.01% | 1978 |
|
|
2016
Q4 | $275K | Buy |
32,958
+16,874
| +105% | +$150K | ﹤0.01% | 1234 |
|
|
2016
Q3 | $161K | Buy |
16,084
+1,182
| +8% | +$13.7K | ﹤0.01% | 1534 |
|
|
2016
Q2 | $205K | Sell |
14,902
-891
| -6% | -$13K | ﹤0.01% | 1243 |
|
|
2016
Q1 | $221K | Sell |
15,793
-2,463
| -13% | -$32.8K | ﹤0.01% | 1163 |
|
|
2015
Q4 | $281K | Buy |
18,256
+3,307
| +22% | +$50.1K | ﹤0.01% | 1028 |
|
|
2015
Q3 | $225K | Buy |
+14,949
| New | +$223K | ﹤0.01% | 1130 |
|
|
2015
Q2 | – | Sell |
-4,145
| Closed | -$49K | – | 2323 |
|
|
2015
Q1 | $49K | Sell |
4,145
-776
| -16% | -$8.2K | ﹤0.01% | 2044 |
|
|
2014
Q4 | $49K | Sell |
4,921
-1,100
| -18% | -$9.44K | ﹤0.01% | 2018 |
|
|
2014
Q3 | $47K | Buy |
6,021
+1,347
| +29% | +$11.8K | ﹤0.01% | 1964 |
|
|
2014
Q2 | $44K | Buy |
4,674
+2,095
| +81% | +$17.9K | ﹤0.01% | 1947 |
|
|
2014
Q1 | $25K | Buy |
2,579
+390
| +18% | +$3.94K | ﹤0.01% | 2247 |
|
|
2013
Q4 | $21K | Sell |
2,189
-103
| -4% | -$852 | ﹤0.01% | 2156 |
|
|
2013
Q3 | $18K | Buy |
2,292
+236
| +11% | +$1.97K | ﹤0.01% | 2161 |
|
|
2013
Q2 | $15K | Buy |
+2,056
| New | +$17.6K | ﹤0.01% | 2090 |
|
Other funds holding NAT
CM
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Creative Planning's NAT Position: Q1 2026 in Review
Creative Planning increased its Nordic American Tanker (NAT) stake by 1.9% in Q1 2026, buying an estimated $12.8K and bringing the position to 144,893 shares worth $849K. The position accounts for ﹤0.01% of the portfolio, ranked #2585.
Creative Planning first reported a position in NAT in Q2 2013 and has held it in 39 quarters since. 239 funds tracked by Wall St. Rank hold NAT as of Q1 2026.
- Creative Planning held 144,893 shares of Nordic American Tanker worth $849K as of Q1 2026.
- Creative Planning bought 2,712 Nordic American Tanker shares in Q1 2026, an estimated $12.8K.
- Nordic American Tanker made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2585 holding.
- Creative Planning first reported a position in Nordic American Tanker in Q2 2013 and has held it in 39 quarters since.
- 239 funds tracked by Wall St. Rank held Nordic American Tanker as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.