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 Q2	$7.17M	Sell	1,294,603 -22,984	-2%	-$130K	0.81%	29
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Philip James Wealth Mangement's NAT Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its Nordic American Tanker (NAT) stake by 1.7% in Q2 2026, selling an estimated $130K and leaving 1,294,603 shares worth $7.17M. The position accounts for 0.81% of the portfolio, ranked #29.

Philip James Wealth Mangement first reported a position in NAT in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.72M in Q1 2026. 274 funds tracked by Wall St. Rank hold NAT as of Q2 2026.

Philip James Wealth Mangement held 1,294,603 shares of Nordic American Tanker worth $7.17M as of Q2 2026.
Philip James Wealth Mangement sold 22,984 Nordic American Tanker shares in Q2 2026, an estimated $130K.
Nordic American Tanker made up 0.81% of Philip James Wealth Mangement's portfolio in Q2 2026, its #29 holding.
Philip James Wealth Mangement first reported a position in Nordic American Tanker in Q3 2024 and has held it in 8 quarters since.
Philip James Wealth Mangement's Nordic American Tanker position peaked at $7.72M in Q1 2026.
274 funds tracked by Wall St. Rank held Nordic American Tanker as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.