Fidelity Investments
NRT

Fidelity Investments’s North European Oil Royalty Trust NRT Stock Holding History

Fidelity Investments’s Portfolio NRT Stock Details NRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-200
Closed -$1K – 5512
2025
Q2 		$1K Buy
+200
New +$951 ﹤0.01% 4964
2021
Q3 		– Sell
-1
Closed – – 4807
2021
Q2 		$0 Buy
+1
New +$6 ﹤0.01% 4677

Other funds holding NRT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WTA
Washington Trust Advisors Wellesley, Massachusetts $1.24B AUM 22.58% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments's NRT Position: Q3 2025 in Review

Fidelity Investments sold out of North European Oil Royalty Trust (NRT) in Q3 2025, closing a stake of 200 shares — an estimated $1K sold.

Fidelity Investments first reported a position in NRT in Q2 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2025. 20 funds tracked by Wall St. Rank hold NRT as of Q3 2025.

  • Fidelity Investments reported no remaining North European Oil Royalty Trust position as of Q3 2025 after selling out during the quarter.
  • Fidelity Investments sold 200 North European Oil Royalty Trust shares in Q3 2025, an estimated $1K.
  • Fidelity Investments first reported a position in North European Oil Royalty Trust in Q2 2021 and held it in 2 quarters.
  • Fidelity Investments's North European Oil Royalty Trust position peaked at $1K in Q2 2025.
  • 20 funds tracked by Wall St. Rank held North European Oil Royalty Trust as of Q3 2025.

Based on Fidelity Investments's 13F filing for Q3 2025, filed 13 Nov 2025.