Simplicity Wealth’s Nordic American Tanker NAT Stock Holding History

Simplicity Wealth’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	$56.6K	Sell	10,214 -636	-6%	-$3.6K	﹤0.01%	1002
2026 Q1	$63.6K	Sell	10,850 -216	-2%	-$1.02K	﹤0.01%	735
2025 Q4	$38.1K	Sell	11,066 -13,934	-56%	-$49.2K	﹤0.01%	688
2025 Q3	$78.5K	Hold	25,000	–	–	﹤0.01%	690
2025 Q2	$65.8K	Hold	25,000	–	–	﹤0.01%	577
2025 Q1	$61.5K	Hold	25,000	–	–	﹤0.01%	543
2024 Q4	$62.5K	Hold	25,000	–	–	0.01%	322
2024 Q3	$91.8K	Sell	25,000 -13,125	-34%	-$48.2K	0.01%	492
2024 Q2	$152K	Sell	38,125 -26,236	-41%	-$105K	﹤0.01%	1138
2024 Q1	$252K	Buy	+64,361	New	+$270K	0.01%	984

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

Simplicity Wealth's NAT Position: Q2 2026 in Review

Simplicity Wealth reduced its Nordic American Tanker (NAT) stake by 5.9% in Q2 2026, selling an estimated $3.6K and leaving 10,214 shares worth $56.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

Simplicity Wealth first reported a position in NAT in Q1 2024 and has held it in 10 quarters since. The position peaked at $252K in Q1 2024. 273 funds tracked by Wall St. Rank hold NAT as of Q2 2026.

Simplicity Wealth held 10,214 shares of Nordic American Tanker worth $56.6K as of Q2 2026.
Simplicity Wealth sold 636 Nordic American Tanker shares in Q2 2026, an estimated $3.6K.
Nordic American Tanker made up ﹤0.01% of Simplicity Wealth's portfolio in Q2 2026, its #1002 holding.
Simplicity Wealth first reported a position in Nordic American Tanker in Q1 2024 and has held it in 10 quarters since.
Simplicity Wealth's Nordic American Tanker position peaked at $252K in Q1 2024.
273 funds tracked by Wall St. Rank held Nordic American Tanker as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.