Diversify Advisory Services’s National Grid NGG Stock Holding History

Diversify Advisory Services’s Portfolio NGG Stock Details NGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$352K	Buy	+4,329	New	+$368K	0.01%	997
2026 Q1	–	Sell	-2,642	Closed	-$214K	–	629
2025 Q4	$214K	Buy	+2,642	New	+$199K	0.01%	859

Other funds holding NGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Diversify Advisory Services's NGG Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in National Grid (NGG) in Q2 2026: 4,329 shares worth $352K. The stake represents 0.01% of the portfolio and ranks #997 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in NGG as recently as Q4 2025.

Diversify Advisory Services first reported a position in NGG in Q4 2025 and has held it in 2 quarters since. 619 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Diversify Advisory Services held 4,329 shares of National Grid worth $352K as of Q2 2026.
National Grid was a new Diversify Advisory Services position in Q2 2026.
National Grid made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #997 holding.
Diversify Advisory Services first reported a position in National Grid in Q4 2025 and has held it in 2 quarters since.
619 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.