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Plancorp LLC’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Plancorp LLC’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
2026
Q2 		$236K Sell
4,668
-1
-0% -$54 0.01% 378
2026
Q1 		$260K Hold
4,669
– – 0.01% 319
2025
Q4 		$214K Hold
4,669
– – 0.01% 344
2025
Q3 		$204K Buy
+4,669
New +$196K 0.01% 361
2025
Q1 		– Sell
-6,230
Closed -$227K – 368
2024
Q4 		$227K Buy
+6,230
New +$246K 0.01% 296

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CFFNO
Common Fund For Nonprofit Organizations Wilton, Connecticut $1.09B AUM 22.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 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

Plancorp LLC's GUNR Position: Q2 2026 in Review

Plancorp LLC reduced its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) stake by 0.02% in Q2 2026, selling an estimated $54 and leaving 4,668 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #378.

Plancorp LLC first reported a position in GUNR in Q4 2024 and has held it in 5 quarters since. The position peaked at $260K in Q1 2026. 318 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • Plancorp LLC held 4,668 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $236K as of Q2 2026.
  • Plancorp LLC sold 1 Northern Trust Morningstar Global Upstream Natural Resources ETF share in Q2 2026, an estimated $54.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #378 holding.
  • Plancorp LLC first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q4 2024 and has held it in 5 quarters since.
  • Plancorp LLC's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $260K in Q1 2026.
  • 318 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.