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Studio Investment Management’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Studio Investment Management’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 		$1.16M Sell
23,446
-1,554
-6% -$83.6K 0.2% 76
2026
Q1 		$1.38M Sell
25,000
-2,381
-9% -$124K 0.25% 62
2025
Q4 		$1.26M Sell
27,381
-654
-2% -$29K 0.23% 67
2025
Q3 		$1.23M Sell
28,035
-335
-1% -$14K 0.23% 65
2025
Q2 		$1.14M Sell
28,370
-991
-3% -$38.3K 0.23% 68
2025
Q1 		$1.14M Buy
29,361
+3,616
+14% +$138K 0.24% 66
2024
Q4 		$936K Sell
25,745
-1,303
-5% -$51.4K 0.2% 78
2024
Q3 		$1.12M Buy
27,048
+463
+2% +$18.6K 0.23% 75
2024
Q2 		$1.07M Buy
26,585
+3,536
+15% +$147K 0.24% 71
2024
Q1 		$947K Buy
23,049
+3,017
+15% +$118K 0.22% 72
2023
Q4 		$820K Buy
20,032
+7,535
+60% +$300K 0.21% 74
2023
Q3 		$505K Buy
12,497
+7,237
+138% +$297K 0.14% 80
2023
Q2 		$211K Buy
5,260
+3,348
+175% +$138K 0.06% 127
2023
Q1 		$80.9K Buy
1,912
+1,560
+443% +$68K 0.02% 135
2022
Q4 		$15.3K Buy
+352
New +$14.9K 0.01% 157

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

Studio Investment Management's GUNR Position: Q2 2026 in Review

Studio Investment Management reduced its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) stake by 6.2% in Q2 2026, selling an estimated $83.6K and leaving 23,446 shares worth $1.16M. The position accounts for 0.2% of the portfolio, ranked #76.

Studio Investment Management first reported a position in GUNR in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.38M in Q1 2026. 317 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • Studio Investment Management held 23,446 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $1.16M as of Q2 2026.
  • Studio Investment Management sold 1,554 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2026, an estimated $83.6K.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF made up 0.2% of Studio Investment Management's portfolio in Q2 2026, its #76 holding.
  • Studio Investment Management first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q4 2022 and has held it in 15 quarters since.
  • Studio Investment Management's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $1.38M in Q1 2026.
  • 317 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.