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 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Simplicity Wealth's NAT Position: Q1 2026 in Review

Simplicity Wealth reduced its Nordic American Tanker (NAT) stake by 2% in Q1 2026, selling an estimated $1.02K and leaving 10,850 shares worth $63.6K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Simplicity Wealth first reported a position in NAT in Q1 2024 and has held it in 9 quarters since. The position peaked at $252K in Q1 2024. 239 funds tracked by Wall St. Rank hold NAT as of Q1 2026.

Simplicity Wealth held 10,850 shares of Nordic American Tanker worth $63.6K as of Q1 2026.
Simplicity Wealth sold 216 Nordic American Tanker shares in Q1 2026, an estimated $1.02K.
Nordic American Tanker made up ﹤0.01% of Simplicity Wealth's portfolio in Q1 2026, its #735 holding.
Simplicity Wealth first reported a position in Nordic American Tanker in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's Nordic American Tanker position peaked at $252K in Q1 2024.
239 funds tracked by Wall St. Rank held Nordic American Tanker as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.