Fort Point Capital Partners’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Fort Point Capital Partners’s Portfolio GUNR Stock Details GUNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$485K	Buy	9,849 +1,910	+24%	+$103K	0.03%	171
2026 Q1	$438K	Sell	7,939 -614	-7%	-$32K	0.05%	150
2025 Q4	$422K	Hold	8,553	–	–	0.05%	159
2025 Q3	$374K	Buy	8,553 +1,263	+17%	+$53K	0.04%	168
2025 Q2	$292K	Sell	7,290 -1,262	-15%	-$48.7K	0.02%	283
2025 Q1	$332K	Buy	8,552 +9	+0.1%	+$343	0.04%	258
2024 Q4	$311K	Sell	8,543 -39	-0.5%	-$1.54K	0.03%	261
2024 Q3	$354K	Buy	8,582 +1,327	+18%	+$53.3K	0.04%	220
2024 Q2	$291K	Hold	7,255	–	–	0.04%	260
2024 Q1	$298K	Hold	7,255	–	–	0.04%	260
2023 Q4	$297K	Hold	7,255	–	–	0.04%	239
2023 Q3	$293K	Buy	+7,255	New	+$297K	0.04%	213

Other funds holding GUNR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CFFNO

Common Fund For Nonprofit Organizations Wilton, Connecticut $1.09B AUM 22.7% 1-Year Est. Return

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

COI

Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

Fort Point Capital Partners's GUNR Position: Q2 2026 in Review

Fort Point Capital Partners increased its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) stake by 24% in Q2 2026, buying an estimated $103K and bringing the position to 9,849 shares worth $485K. The position accounts for 0.03% of the portfolio, ranked #171.

Fort Point Capital Partners first reported a position in GUNR in Q3 2023 and has held it in 12 quarters since. 317 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

Fort Point Capital Partners held 9,849 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $485K as of Q2 2026.
Fort Point Capital Partners bought 1,910 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2026, an estimated $103K.
Northern Trust Morningstar Global Upstream Natural Resources ETF made up 0.03% of Fort Point Capital Partners's portfolio in Q2 2026, its #171 holding.
Fort Point Capital Partners first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q3 2023 and has held it in 12 quarters since.
317 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.