Goehring & Rozencwajg Associates’s Nutrien NTR Stock Holding History

Goehring & Rozencwajg Associates’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	$62.1M	Sell	822,291 -3,146	-0.4%	-$224K	3.33%	12
2025 Q4	$50.9M	Buy	825,437 +45,199	+6%	+$2.66M	5.05%	6
2025 Q3	$45.8M	Sell	780,238 -836	-0.1%	-$48.7K	5.51%	5
2025 Q2	$45.5M	Buy	781,074 +109,245	+16%	+$6.17M	6.96%	3
2025 Q1	$35.2M	Buy	671,829 +471,390	+235%	+$24.1M	6.39%	2
2024 Q4	$9M	Sell	200,439 -11,858	-6%	-$563K	1.85%	23
2024 Q3	$10.2M	Buy	212,297 +9,114	+4%	+$439K	2.08%	19
2024 Q2	$10.3M	Buy	203,183 +17,500	+9%	+$958K	2.05%	17
2024 Q1	$10.1M	Buy	185,683 +6,420	+4%	+$335K	2.18%	14
2023 Q4	$10.1M	Buy	179,263 +75,437	+73%	+$4.26M	2.44%	12
2023 Q3	$6.41M	Sell	103,826 -65,727	-39%	-$4.16M	1.57%	27
2023 Q2	$10M	Buy	169,553 +39,043	+30%	+$2.49M	2.88%	11
2023 Q1	$9.64M	Buy	130,510 +6,038	+5%	+$466K	3.29%	9
2022 Q4	$9.09M	Buy	+124,472	New	+$9.83M	3.23%	9

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

Goehring & Rozencwajg Associates's NTR Position: Q1 2026 in Review

Goehring & Rozencwajg Associates reduced its Nutrien (NTR) stake by 0.38% in Q1 2026, selling an estimated $224K and leaving 822,291 shares worth $62.1M. The position accounts for 3.33% of the portfolio, ranked #12.

Goehring & Rozencwajg Associates first reported a position in NTR in Q4 2022 and has held it in 14 quarters since. 747 funds tracked by Wall St. Rank hold NTR as of Q1 2026.

Goehring & Rozencwajg Associates held 822,291 shares of Nutrien worth $62.1M as of Q1 2026.
Goehring & Rozencwajg Associates sold 3,146 Nutrien shares in Q1 2026, an estimated $224K.
Nutrien made up 3.33% of Goehring & Rozencwajg Associates's portfolio in Q1 2026, its #12 holding.
Goehring & Rozencwajg Associates first reported a position in Nutrien in Q4 2022 and has held it in 14 quarters since.
747 funds tracked by Wall St. Rank held Nutrien as of Q1 2026.

Based on Goehring & Rozencwajg Associates's 13F filing for Q1 2026, filed 5 May 2026.