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HM Payson & Co’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

HM Payson & Co’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 		$130K Hold
2,644
– – ﹤0.01% 521
2026
Q1 		$146K Hold
2,644
– – ﹤0.01% 499
2025
Q4 		$121K Hold
2,644
– – ﹤0.01% 521
2025
Q3 		$116K Hold
2,644
– – ﹤0.01% 532
2025
Q2 		$106K Buy
2,644
+2,395
+962% +$92.5K ﹤0.01% 526
2025
Q1 		$9.66K Buy
+249
New +$9.5K ﹤0.01% 861

Other funds holding GUNR

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

HM Payson & Co's GUNR Position: Q2 2026 in Review

HM Payson & Co held its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) position steady in Q2 2026 at 2,644 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

HM Payson & Co first reported a position in GUNR in Q1 2025 and has held it in 6 quarters since. The position peaked at $146K in Q1 2026. 317 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • HM Payson & Co held 2,644 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $130K as of Q2 2026.
  • HM Payson & Co left its Northern Trust Morningstar Global Upstream Natural Resources ETF share count unchanged in Q2 2026.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #521 holding.
  • HM Payson & Co first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q1 2025 and has held it in 6 quarters since.
  • HM Payson & Co's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $146K in Q1 2026.
  • 317 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.