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Napatree Capital’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Napatree Capital’s Portfolio GUNR Stock Details GUNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$613K Hold
15,800
– – 0.34% 77
2024
Q4 		$574K Buy
+15,800
New +$623K 0.34% 81

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Napatree Capital's GUNR Position: Q1 2025 in Review

Napatree Capital held its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) position steady in Q1 2025 at 15,800 shares worth $613K. The position accounts for 0.34% of the portfolio, ranked #77.

Napatree Capital first reported a position in GUNR in Q4 2024 and has held it in 2 quarters since. 262 funds tracked by Wall St. Rank hold GUNR as of Q1 2025.

  • Napatree Capital held 15,800 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $613K as of Q1 2025.
  • Napatree Capital left its Northern Trust Morningstar Global Upstream Natural Resources ETF share count unchanged in Q1 2025.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF made up 0.34% of Napatree Capital's portfolio in Q1 2025, its #77 holding.
  • Napatree Capital first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q4 2024 and has held it in 2 quarters since.
  • 262 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.