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

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