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 Q3	$27.1M	Sell	370,237 -2,315	-0.6%	-$170K	3.27%	6
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return

Cultivar Capital Denton, Texas $160M AUM 6.9% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

IronBridge Private Wealth Austin, Texas $338M AUM 22.06% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Plan Group Financial Oklahoma City, Oklahoma $510M AUM 17.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Morton Capital Management's HAP Position: Q3 2026 in Review

Morton Capital Management reduced its VanEck Natural Resources ETF (HAP) stake by 0.62% in Q3 2026, selling an estimated $170K and leaving 370,237 shares worth $27.1M. The position accounts for 3.27% of the portfolio, ranked #6.

Morton Capital Management first reported a position in HAP in Q1 2023 and has held it in 14 quarters since. The position peaked at $27.6M in Q1 2026. 42 funds tracked by Wall St. Rank hold HAP as of Q3 2026.

Morton Capital Management held 370,237 shares of VanEck Natural Resources ETF worth $27.1M as of Q3 2026.
Morton Capital Management sold 2,315 VanEck Natural Resources ETF shares in Q3 2026, an estimated $170K.
VanEck Natural Resources ETF made up 3.27% of Morton Capital Management's portfolio in Q3 2026, its #6 holding.
Morton Capital Management first reported a position in VanEck Natural Resources ETF in Q1 2023 and has held it in 14 quarters since.
Morton Capital Management's VanEck Natural Resources ETF position peaked at $27.6M in Q1 2026.
42 funds tracked by Wall St. Rank held VanEck Natural Resources ETF as of Q3 2026.

Based on Morton Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.