EWM
NWG icon

Elite Wealth Management’s NatWest NWG Stock Holding History

Elite 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
Q1 		– Sell
-81,673
Closed -$1.43M – 59
2025
Q4 		$1.43M Buy
81,673
+1,986
+2% +$31.5K 0.39% 27
2025
Q3 		$1.13M Buy
+79,687
New +$1.12M 0.29% 29

Other funds holding NWG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Elite Wealth Management's NWG Position: Q1 2026 in Review

Elite Wealth Management sold out of NatWest (NWG) in Q1 2026, closing a stake of 81,673 shares — an estimated $1.43M sold.

Elite Wealth Management first reported a position in NWG in Q3 2025 and held it in 2 quarters. The position peaked at $1.43M in Q4 2025. 407 funds tracked by Wall St. Rank hold NWG as of Q1 2026.

  • Elite Wealth Management reported no remaining NatWest position as of Q1 2026 after selling out during the quarter.
  • Elite Wealth Management sold 81,673 NatWest shares in Q1 2026, an estimated $1.43M.
  • Elite Wealth Management first reported a position in NatWest in Q3 2025 and held it in 2 quarters.
  • Elite Wealth Management's NatWest position peaked at $1.43M in Q4 2025.
  • 407 funds tracked by Wall St. Rank held NatWest as of Q1 2026.

Based on Elite Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.