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 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	-27,252	Closed	-$5.17M	–	628
2022 Q1	$5.17M	Buy	+27,252	New	+$184K	0.07%	123

Other funds holding NWG

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return