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Adero Partners’s NatWest NWG Stock Holding History

Adero Partners’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
2025
Q1 		$152K Buy
12,723
+985
+8% +$11K 0.01% 241
2024
Q4 		$119K Buy
11,738
+1,014
+9% +$10K 0.01% 247
2024
Q3 		$100K Buy
+10,724
New +$95.4K 0.01% 232

Other funds holding NWG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Adero Partners's NWG Position: Q1 2025 in Review

Adero Partners increased its NatWest (NWG) stake by 8.4% in Q1 2025, buying an estimated $11K and bringing the position to 12,723 shares worth $152K. The position accounts for 0.01% of the portfolio, ranked #241.

Adero Partners first reported a position in NWG in Q3 2024 and has held it in 3 quarters since. 326 funds tracked by Wall St. Rank hold NWG as of Q1 2025.

  • Adero Partners held 12,723 shares of NatWest worth $152K as of Q1 2025.
  • Adero Partners bought 985 NatWest shares in Q1 2025, an estimated $11K.
  • NatWest made up 0.01% of Adero Partners's portfolio in Q1 2025, its #241 holding.
  • Adero Partners first reported a position in NatWest in Q3 2024 and has held it in 3 quarters since.
  • 326 funds tracked by Wall St. Rank held NatWest as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.