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Montag & Associates’s Nordic American Tanker NAT Stock Holding History

Montag & Associates’s Portfolio NAT Stock Details NAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.6K Hold
3,000
– – ﹤0.01% 695
2025
Q4 		$10.3K Hold
3,000
– – ﹤0.01% 767
2025
Q3 		$9.42K Hold
3,000
– – ﹤0.01% 774
2025
Q2 		$7.89K Hold
3,000
– – ﹤0.01% 765
2025
Q1 		$7.38K Buy
3,000
+1,000
+50% +$2.63K ﹤0.01% 818
2024
Q4 		$5.08K Hold
2,000
– – ﹤0.01% 839
2024
Q3 		$7.58K Hold
2,000
– – ﹤0.01% 832
2024
Q2 		$8.2K Hold
2,000
– – ﹤0.01% 788
2024
Q1 		$8.08K Hold
2,000
– – ﹤0.01% 779
2023
Q4 		$8.52K Hold
2,000
– – ﹤0.01% 785
2023
Q3 		$8.5K Buy
+2,000
New +$7.99K ﹤0.01% 760

Other funds holding NAT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Montag & Associates's NAT Position: Q1 2026 in Review

Montag & Associates held its Nordic American Tanker (NAT) position steady in Q1 2026 at 3,000 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Montag & Associates first reported a position in NAT in Q3 2023 and has held it in 11 quarters since. 239 funds tracked by Wall St. Rank hold NAT as of Q1 2026.

  • Montag & Associates held 3,000 shares of Nordic American Tanker worth $17.6K as of Q1 2026.
  • Montag & Associates left its Nordic American Tanker share count unchanged in Q1 2026.
  • Nordic American Tanker made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #695 holding.
  • Montag & Associates first reported a position in Nordic American Tanker in Q3 2023 and has held it in 11 quarters since.
  • 239 funds tracked by Wall St. Rank held Nordic American Tanker as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.