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D'Orazio & Associates’s NatWest NWG Stock Holding History

D'Orazio & Associates’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 		$700K Buy
39,696
+296
+0.8% +$4.76K 0.08% 103
2026
Q1 		$587K Sell
39,400
-24
-0.1% -$399 0.08% 104
2025
Q4 		$690K Sell
39,424
-3,161
-7% -$50.1K 0.09% 84
2025
Q3 		$603K Sell
42,585
-426
-1% -$6.01K 0.08% 93
2025
Q2 		$609K Buy
43,011
+253
+0.6% +$3.34K 0.09% 89
2025
Q1 		$510K Sell
42,758
-189
-0.4% -$2.12K 0.08% 93
2024
Q4 		$437K Buy
42,947
+2,631
+7% +$26K 0.06% 101
2024
Q3 		$377K Buy
40,316
+10,004
+33% +$89K 0.05% 116
2024
Q2 		$243K Buy
30,312
+12,857
+74% +$99.8K 0.04% 164
2024
Q1 		$119K Buy
17,455
+4,610
+36% +$27.4K 0.02% 188
2023
Q4 		$72.3K Buy
12,845
+2,513
+24% +$13.3K 0.01% 179
2023
Q3 		$60.2K Buy
+10,332
New +$62.4K 0.01% 151
2023
Q2 		– Sell
-19,545
Closed -$129K – 162
2023
Q1 		$129K Sell
19,545
-1,259
-6% -$8.89K 0.03% 133
2022
Q4 		$134K Sell
20,804
-11,162
-35% -$65.4K 0.03% 138
2022
Q3 		$160K Buy
31,966
+7,869
+33% +$48.4K 0.05% 123
2022
Q2 		$141K Buy
+24,097
New +$144K 0.04% 111
2021
Q4 		– Sell
-343
Closed -$2K – 505
2021
Q3 		$2K Buy
+343
New +$2.13K ﹤0.01% 696

Other funds holding NWG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

D'Orazio & Associates's NWG Position: Q2 2026 in Review

D'Orazio & Associates increased its NatWest (NWG) stake by 0.75% in Q2 2026, buying an estimated $4.76K and bringing the position to 39,696 shares worth $700K. The position accounts for 0.08% of the portfolio, ranked #103.

D'Orazio & Associates first reported a position in NWG in Q3 2021 and has held it in 17 quarters since. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • D'Orazio & Associates held 39,696 shares of NatWest worth $700K as of Q2 2026.
  • D'Orazio & Associates bought 296 NatWest shares in Q2 2026, an estimated $4.76K.
  • NatWest made up 0.08% of D'Orazio & Associates's portfolio in Q2 2026, its #103 holding.
  • D'Orazio & Associates first reported a position in NatWest in Q3 2021 and has held it in 17 quarters since.
  • 424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.