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Philip James Wealth Mangement’s Nordic American Tanker NAT Stock Holding History

Philip James Wealth Mangement’s Portfolio NAT Stock Details NAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.72M Buy
1,317,587
+574
+0% +$2.71K 0.89% 25
2025
Q4 		$4.53M Sell
1,317,013
-874
-0.1% -$3.09K 0.52% 44
2025
Q3 		$4.14M Buy
1,317,887
+14,015
+1% +$41.4K 0.48% 46
2025
Q2 		$3.43M Buy
1,303,872
+36,494
+3% +$95.2K 0.44% 50
2025
Q1 		$3.12M Buy
1,267,378
+60,968
+5% +$161K 0.38% 52
2024
Q4 		$3.02M Buy
1,206,410
+97,819
+9% +$301K 0.39% 52
2024
Q3 		$4.07M Buy
+1,108,591
New +$4.07M 0.5% 48

Other funds holding NAT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Philip James Wealth Mangement's NAT Position: Q1 2026 in Review

Philip James Wealth Mangement increased its Nordic American Tanker (NAT) stake by 0.04% in Q1 2026, buying an estimated $2.71K and bringing the position to 1,317,587 shares worth $7.72M. The position accounts for 0.89% of the portfolio, ranked #25.

Philip James Wealth Mangement first reported a position in NAT in Q3 2024 and has held it in 7 quarters since. 239 funds tracked by Wall St. Rank hold NAT as of Q1 2026.

  • Philip James Wealth Mangement held 1,317,587 shares of Nordic American Tanker worth $7.72M as of Q1 2026.
  • Philip James Wealth Mangement bought 574 Nordic American Tanker shares in Q1 2026, an estimated $2.71K.
  • Nordic American Tanker made up 0.89% of Philip James Wealth Mangement's portfolio in Q1 2026, its #25 holding.
  • Philip James Wealth Mangement first reported a position in Nordic American Tanker in Q3 2024 and has held it in 7 quarters since.
  • 239 funds tracked by Wall St. Rank held Nordic American Tanker as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.