Morton Capital Management’s VanEck Natural Resources ETF HAP Stock Holding History

Morton Capital Management’s Portfolio HAP Stock Details HAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.6M	Sell	372,552 -7,693	-2%	-$554K	3.5%	7
2026 Q1	$27.6M	Sell	380,245 -13,937	-4%	-$963K	4.1%	6
2025 Q4	$23.7M	Sell	394,182 -4,844	-1%	-$284K	3.64%	6
2025 Q3	$22.8M	Sell	399,026 -7,660	-2%	-$417K	3.74%	6
2025 Q2	$21.1M	Sell	406,686 -16,940	-4%	-$840K	3.75%	6
2025 Q1	$21.1M	Sell	423,626 -8,413	-2%	-$407K	4.08%	6
2024 Q4	$19.7M	Buy	432,039 +237,901	+123%	+$11.9M	3.71%	7
2024 Q3	$10.2M	Buy	194,138 +11,564	+6%	+$584K	2.01%	9
2024 Q2	$9.13M	Buy	182,574 +712	+0.4%	+$36.6K	2.17%	10
2024 Q1	$9.26M	Buy	181,862 +39,448	+28%	+$1.88M	2.5%	9
2023 Q4	$6.95M	Buy	+142,414	New	+$6.85M	2.06%	9
2023 Q3	–	Sell	-108,270	Closed	-$5.22M	–	93
2023 Q2	$5.22M	Buy	108,270 +92,030	+567%	+$4.44M	1.78%	10
2023 Q1	$801K	Buy	+16,240	New	+$811K	0.28%	37

Other funds holding HAP

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Morton Capital Management's HAP Position: Q2 2026 in Review

Morton Capital Management reduced its VanEck Natural Resources ETF (HAP) stake by 2% in Q2 2026, selling an estimated $554K and leaving 372,552 shares worth $25.6M. The position accounts for 3.5% of the portfolio, ranked #7.

Morton Capital Management first reported a position in HAP in Q1 2023 and has held it in 13 quarters since. The position peaked at $27.6M in Q1 2026. 69 funds tracked by Wall St. Rank hold HAP as of Q2 2026.

Morton Capital Management held 372,552 shares of VanEck Natural Resources ETF worth $25.6M as of Q2 2026.
Morton Capital Management sold 7,693 VanEck Natural Resources ETF shares in Q2 2026, an estimated $554K.
VanEck Natural Resources ETF made up 3.5% of Morton Capital Management's portfolio in Q2 2026, its #7 holding.
Morton Capital Management first reported a position in VanEck Natural Resources ETF in Q1 2023 and has held it in 13 quarters since.
Morton Capital Management's VanEck Natural Resources ETF position peaked at $27.6M in Q1 2026.
69 funds tracked by Wall St. Rank held VanEck Natural Resources ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.