Baldwin Wealth Partners’s NatWest NWG Stock Holding History

Baldwin Wealth 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
2026 Q2	$262K	Sell	14,840 -676	-4%	-$10.9K	0.02%	199
2026 Q1	$231K	Hold	15,516	–	–	0.02%	201
2025 Q4	$272K	Hold	15,516	–	–	0.02%	213
2025 Q3	$220K	Hold	15,516	–	–	0.01%	218
2025 Q2	$220K	Sell	15,516 -8,170	-34%	-$108K	0.01%	206
2025 Q1	$282K	Sell	23,686 -13,964	-37%	-$157K	0.02%	186
2024 Q4	$383K	Sell	37,650 -54,574	-59%	-$540K	0.03%	171
2024 Q3	$863K	Buy	+92,224	New	+$820K	0.06%	133

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

Baldwin Wealth Partners's NWG Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its NatWest (NWG) stake by 4.4% in Q2 2026, selling an estimated $10.9K and leaving 14,840 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #199.

Baldwin Wealth Partners first reported a position in NWG in Q3 2024 and has held it in 8 quarters since. The position peaked at $863K in Q3 2024. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Baldwin Wealth Partners held 14,840 shares of NatWest worth $262K as of Q2 2026.
Baldwin Wealth Partners sold 676 NatWest shares in Q2 2026, an estimated $10.9K.
NatWest made up 0.02% of Baldwin Wealth Partners's portfolio in Q2 2026, its #199 holding.
Baldwin Wealth Partners first reported a position in NatWest in Q3 2024 and has held it in 8 quarters since.
Baldwin Wealth Partners's NatWest position peaked at $863K in Q3 2024.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.