Aaron Wealth Advisors’s NatWest NWG Stock Holding History

Aaron Wealth Advisors’s Portfolio NWG Stock Details NWG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.11M	Buy	63,031 +6,622	+12%	+$106K	0.06%	218
2026 Q1	$840K	Buy	56,409 +8,033	+17%	+$133K	0.05%	260
2025 Q4	$847K	Buy	48,376 +10,172	+27%	+$161K	0.05%	284
2025 Q3	$541K	Buy	38,204 +43	+0.1%	+$607	0.03%	393
2025 Q2	$540K	Buy	38,161 +2,226	+6%	+$29.4K	0.06%	215
2025 Q1	$428K	Buy	35,935 +831	+2%	+$9.31K	0.05%	250
2024 Q4	$357K	Buy	35,104 +2,529	+8%	+$25K	0.04%	276
2024 Q3	$305K	Buy	32,575 +7,308	+29%	+$65K	0.04%	298
2024 Q2	$203K	Buy	+25,267	New	+$196K	0.03%	314
2022 Q2	–	Sell	-4,798	Closed	-$29.3K	–	628
2022 Q1	$29.3K	Buy	+4,798	New	+$32.4K	0.01%	552

Other funds holding NWG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Aaron Wealth Advisors's NWG Position: Q2 2026 in Review

Aaron Wealth Advisors increased its NatWest (NWG) stake by 12% in Q2 2026, buying an estimated $106K and bringing the position to 63,031 shares worth $1.11M. The position accounts for 0.06% of the portfolio, ranked #218.

Aaron Wealth Advisors first reported a position in NWG in Q1 2022 and has held it in 10 quarters since. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Aaron Wealth Advisors held 63,031 shares of NatWest worth $1.11M as of Q2 2026.
Aaron Wealth Advisors bought 6,622 NatWest shares in Q2 2026, an estimated $106K.
NatWest made up 0.06% of Aaron Wealth Advisors's portfolio in Q2 2026, its #218 holding.
Aaron Wealth Advisors first reported a position in NatWest in Q1 2022 and has held it in 10 quarters since.
424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.