Baron Wealth Management’s NatWest NWG Stock Holding History

Baron 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	$973K	Buy	55,179 +7,121	+15%	+$114K	0.25%	55
2026 Q1	$716K	Sell	48,058 -489	-1%	-$8.13K	0.21%	65
2025 Q4	$850K	Buy	48,547 +4,213	+10%	+$66.8K	0.26%	53
2025 Q3	$627K	Buy	44,334 +1,062	+2%	+$15K	0.21%	67
2025 Q2	$612K	Buy	43,272 +7,303	+20%	+$96.5K	0.22%	66
2025 Q1	$429K	Buy	35,969 +16,422	+84%	+$184K	0.19%	88
2024 Q4	$199K	Buy	19,547 +182	+0.9%	+$1.8K	0.09%	185
2024 Q3	$181K	Buy	19,365 +7,017	+57%	+$62.4K	0.09%	199
2024 Q2	$99.2K	Buy	+12,348	New	+$95.9K	0.05%	178

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

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

FCG Investment Company Germantown, Tennessee $289M AUM