Abound Wealth Management’s NatWest NWG Stock Holding History

Abound Wealth Management’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	$529	Hold	30	–	–	﹤0.01%	936
2026 Q1	$447	Hold	30	–	–	﹤0.01%	1073
2025 Q4	$525	Hold	30	–	–	﹤0.01%	953
2025 Q3	$425	Hold	30	–	–	﹤0.01%	944
2025 Q2	$425	Hold	30	–	–	﹤0.01%	878
2025 Q1	$358	Sell	30 -26	-46%	-$291	﹤0.01%	849
2024 Q4	$570	Hold	56	–	–	﹤0.01%	785
2024 Q3	$525	Sell	56 -4	-7%	-$36	﹤0.01%	867
2024 Q2	$482	Hold	60	–	–	﹤0.01%	839
2024 Q1	$408	Sell	60 -8	-12%	-$47	﹤0.01%	981
2023 Q4	$383	Buy	+68	New	+$361	﹤0.01%	1043

Other funds holding NWG

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return