Forum Financial Management’s Nutrien NTR Stock Holding History

Forum Financial Management’s Portfolio NTR Stock Details NTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,048	Closed	-$250K	–	760
2025 Q4	$250K	Buy	4,048 +13	+0.3%	+$765	﹤0.01%	847
2025 Q3	$237K	Hold	4,035	–	–	﹤0.01%	867
2025 Q2	$235K	Hold	4,035	–	–	﹤0.01%	810
2025 Q1	$200K	Buy	+4,035	New	+$206K	﹤0.01%	824
2024 Q4	–	Sell	-4,682	Closed	-$225K	–	951
2024 Q3	$225K	Sell	4,682 -23	-0.5%	-$1.11K	﹤0.01%	666
2024 Q2	$240K	Hold	4,705	–	–	﹤0.01%	581
2024 Q1	$256K	Hold	4,705	–	–	﹤0.01%	579
2023 Q4	$265K	Hold	4,705	–	–	0.01%	510
2023 Q3	$291K	Hold	4,705	–	–	0.01%	430
2023 Q2	$278K	Buy	4,705 +250	+6%	+$15.9K	0.01%	464
2023 Q1	$329K	Sell	4,455 -4	-0.1%	-$309	0.01%	374
2022 Q4	$326K	Buy	4,459 +4	+0.1%	+$316	0.01%	365
2022 Q3	$371K	Hold	4,455	–	–	0.02%	288
2022 Q2	$355K	Buy	4,455 +200	+5%	+$19.4K	0.02%	309
2022 Q1	$442K	Hold	4,255	–	–	0.02%	267
2021 Q4	$320K	Buy	+4,255	New	+$298K	0.02%	385

Other funds holding NTR

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Forum Financial Management's NTR Position: Q1 2026 in Review

Forum Financial Management sold out of Nutrien (NTR) in Q1 2026, closing a stake of 4,048 shares — an estimated $250K sold.

Forum Financial Management first reported a position in NTR in Q4 2021 and held it in 16 quarters. The position peaked at $442K in Q1 2022. 747 funds tracked by Wall St. Rank hold NTR as of Q1 2026.

Forum Financial Management reported no remaining Nutrien position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 4,048 Nutrien shares in Q1 2026, an estimated $250K.
Forum Financial Management first reported a position in Nutrien in Q4 2021 and held it in 16 quarters.
Forum Financial Management's Nutrien position peaked at $442K in Q1 2022.
747 funds tracked by Wall St. Rank held Nutrien as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.