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Plante Moran Financial Advisors’s Natural Resource Partners NRP Stock Holding History

Plante Moran Financial Advisors’s Portfolio NRP Stock Details NRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-100
Closed -$10.4K – 832
2025
Q4 		$10.4K Hold
100
– – ﹤0.01% 550
2025
Q3 		$10.5K Hold
100
– – ﹤0.01% 542
2025
Q2 		$9.55K Hold
100
– – ﹤0.01% 566
2025
Q1 		$10.4K Hold
100
– – ﹤0.01% 560
2024
Q4 		$11.1K Hold
100
– – ﹤0.01% 561
2024
Q3 		$9.78K Buy
+100
New +$9.13K ﹤0.01% 604

Other funds holding NRP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.94B AUM 19.13% 1-Year Est. Return
SW
Solidarity Wealth Lehi, Utah $574M AUM 22.42% 1-Year Est. Return
SCM
Saber Capital Management Fuquay Varina, North Carolina $147M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
EBSAM
Eubel Brady & Suttman Asset Management Miamisburg, Ohio $842M AUM 17.25% 1-Year Est. Return

Plante Moran Financial Advisors's NRP Position: Q1 2026 in Review

Plante Moran Financial Advisors sold out of Natural Resource Partners (NRP) in Q1 2026, closing a stake of 100 shares — an estimated $10.4K sold.

Plante Moran Financial Advisors first reported a position in NRP in Q3 2024 and held it in 6 quarters. The position peaked at $11.1K in Q4 2024. 82 funds tracked by Wall St. Rank hold NRP as of Q1 2026.

  • Plante Moran Financial Advisors reported no remaining Natural Resource Partners position as of Q1 2026 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 100 Natural Resource Partners shares in Q1 2026, an estimated $10.4K.
  • Plante Moran Financial Advisors first reported a position in Natural Resource Partners in Q3 2024 and held it in 6 quarters.
  • Plante Moran Financial Advisors's Natural Resource Partners position peaked at $11.1K in Q4 2024.
  • 82 funds tracked by Wall St. Rank held Natural Resource Partners as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.