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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
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morton Capital Management's HAP Position: Q1 2026 in Review

Morton Capital Management reduced its VanEck Natural Resources ETF (HAP) stake by 3.5% in Q1 2026, selling an estimated $963K and leaving 380,245 shares worth $27.6M. The position accounts for 4.1% of the portfolio, ranked #6.

Morton Capital Management first reported a position in HAP in Q1 2023 and has held it in 12 quarters since. 63 funds tracked by Wall St. Rank hold HAP as of Q1 2026.

  • Morton Capital Management held 380,245 shares of VanEck Natural Resources ETF worth $27.6M as of Q1 2026.
  • Morton Capital Management sold 13,937 VanEck Natural Resources ETF shares in Q1 2026, an estimated $963K.
  • VanEck Natural Resources ETF made up 4.1% of Morton Capital Management's portfolio in Q1 2026, its #6 holding.
  • Morton Capital Management first reported a position in VanEck Natural Resources ETF in Q1 2023 and has held it in 12 quarters since.
  • 63 funds tracked by Wall St. Rank held VanEck Natural Resources ETF as of Q1 2026.

Based on Morton Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.