Morse Asset Management’s San Juan Basin Royalty Trust SJT Stock Holding History

Morse Asset Management’s Portfolio SJT Stock Details SJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.6K	Sell	500 -910	-65%	-$3.66K	﹤0.01%	380
2026 Q1	$6.77K	Sell	1,410 -2,990	-68%	-$16.4K	﹤0.01%	315
2025 Q4	$24.7K	Buy	4,400 +2,740	+165%	+$15.9K	﹤0.01%	251
2025 Q3	$10K	Buy	1,660 +1,210	+269%	+$7.12K	﹤0.01%	266
2025 Q2	$2.69K	Buy	+450	New	+$2.73K	﹤0.01%	322
2025 Q1	–	Sell	-17,250	Closed	-$66.1K	–	377
2024 Q4	$66.1K	Buy	+17,250	New	+$69K	0.02%	196

Other funds holding SJT

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

LSC

Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

MTC

McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morse Asset Management's SJT Position: Q2 2026 in Review

Morse Asset Management reduced its San Juan Basin Royalty Trust (SJT) stake by 65% in Q2 2026, selling an estimated $3.66K and leaving 500 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #380.

Morse Asset Management first reported a position in SJT in Q4 2024 and has held it in 6 quarters since. The position peaked at $66.1K in Q4 2024. 82 funds tracked by Wall St. Rank hold SJT as of Q2 2026.

Morse Asset Management held 500 shares of San Juan Basin Royalty Trust worth $1.6K as of Q2 2026.
Morse Asset Management sold 910 San Juan Basin Royalty Trust shares in Q2 2026, an estimated $3.66K.
San Juan Basin Royalty Trust made up ﹤0.01% of Morse Asset Management's portfolio in Q2 2026, its #380 holding.
Morse Asset Management first reported a position in San Juan Basin Royalty Trust in Q4 2024 and has held it in 6 quarters since.
Morse Asset Management's San Juan Basin Royalty Trust position peaked at $66.1K in Q4 2024.
82 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.