Jim Simons’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Jim Simons’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	–	Sell	-13,278	Closed	-$732K	–	3367
2026 Q1	$732K	Buy	13,278 +7,978	+151%	+$416K	﹤0.01%	2421
2025 Q4	$243K	Sell	5,300 -11,000	-67%	-$488K	﹤0.01%	2839
2025 Q3	$714K	Buy	+16,300	New	+$684K	﹤0.01%	2649
2025 Q2	–	Sell	-62,300	Closed	-$2.42M	–	3686
2025 Q1	$2.42M	Sell	62,300 -40,500	-39%	-$1.55M	﹤0.01%	1888
2024 Q4	$3.74M	Buy	+102,800	New	+$4.05M	0.01%	1630
2024 Q2	–	Sell	-70,900	Closed	-$2.91M	–	3686
2024 Q1	$2.91M	Sell	70,900 -5,900	-8%	-$231K	﹤0.01%	1786
2023 Q4	$3.14M	Buy	+76,800	New	+$3.06M	﹤0.01%	1655
2023 Q3	–	Sell	-13,400	Closed	-$537K	–	3834
2023 Q2	$537K	Buy	+13,400	New	+$553K	﹤0.01%	2837
2023 Q1	–	Sell	-38,000	Closed	-$1.65M	–	4138
2022 Q4	$1.65M	Sell	38,000 -60,600	-61%	-$2.57M	﹤0.01%	2196
2022 Q3	$3.71M	Buy	98,600 +93,300	+1,760%	+$3.75M	0.01%	1626
2022 Q2	$210K	Buy	+5,300	New	+$239K	﹤0.01%	3628
2022 Q1	–	Sell	-48,500	Closed	-$1.92M	–	4220
2021 Q4	$1.92M	Buy	48,500 +200	+0.4%	+$7.73K	﹤0.01%	2183
2021 Q3	$1.77M	Buy	+48,300	New	+$1.8M	﹤0.01%	2184
2021 Q2	–	Sell	-35,500	Closed	-$1.28M	–	3584
2021 Q1	$1.28M	Sell	35,500 -400	-1%	-$14.2K	﹤0.01%	2490
2020 Q4	$1.17M	Buy	35,900 +12,800	+55%	+$385K	﹤0.01%	2422
2020 Q3	$641K	Buy	+23,100	New	+$673K	﹤0.01%	2731
2020 Q1	–	Sell	-38,904	Closed	-$1.3M	–	3572
2019 Q4	$1.3M	Buy	+38,904	New	+$1.24M	﹤0.01%	2512
2019 Q2	–	Sell	-14,800	Closed	-$485K	–	3628
2019 Q1	$485K	Sell	14,800 -23,100	-61%	-$737K	﹤0.01%	2931
2018 Q4	$1.11M	Buy	37,900 +11,800	+45%	+$371K	﹤0.01%	2521
2018 Q3	$883K	Buy	+26,100	New	+$870K	﹤0.01%	2652
2018 Q2	–	Sell	-11,800	Closed	-$384K	–	3379
2018 Q1	$384K	Buy	+11,800	New	+$396K	﹤0.01%	2986

Other funds holding GUNR

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

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

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

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

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

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

MWP

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

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

Jim Simons's GUNR Position: Q2 2026 in Review

Jim Simons sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q2 2026, closing a stake of 13,278 shares — an estimated $732K sold.

Jim Simons first reported a position in GUNR in Q1 2018 and held it in 21 quarters. The position peaked at $3.74M in Q4 2024. 317 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

Jim Simons reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q2 2026 after selling out during the quarter.
Jim Simons sold 13,278 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2026, an estimated $732K.
Jim Simons first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q1 2018 and held it in 21 quarters.
Jim Simons's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $3.74M in Q4 2024.
317 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.