Envestnet Asset Management’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $41.8M | Sell |
2,369,719
-811,657
| -26% | -$13M | 0.01% | 962 |
|
|
2026
Q1 | $47.4M | Buy |
3,181,376
+139,192
| +5% | +$2.31M | 0.01% | 830 |
|
|
2025
Q4 | $53.2M | Sell |
3,042,184
-437,758
| -13% | -$6.94M | 0.02% | 713 |
|
|
2025
Q3 | $49.2M | Buy |
3,479,942
+175,661
| +5% | +$2.48M | 0.01% | 777 |
|
|
2025
Q2 | $46.8M | Buy |
3,304,281
+559,731
| +20% | +$7.4M | 0.01% | 777 |
|
|
2025
Q1 | $32.7M | Buy |
2,744,550
+611,323
| +29% | +$6.85M | 0.01% | 907 |
|
|
2024
Q4 | $21.7M | Sell |
2,133,227
-78,259
| -4% | -$775K | 0.01% | 1143 |
|
|
2024
Q3 | $20.7M | Buy |
2,211,486
+452,161
| +26% | +$4.02M | 0.01% | 1163 |
|
|
2024
Q2 | $14.1M | Buy |
1,759,325
+627,097
| +55% | +$4.87M | ﹤0.01% | 1334 |
|
|
2024
Q1 | $7.7M | Buy |
1,132,228
+215,917
| +24% | +$1.28M | ﹤0.01% | 1693 |
|
|
2023
Q4 | $5.16M | Buy |
916,311
+209,792
| +30% | +$1.11M | ﹤0.01% | 1878 |
|
|
2023
Q3 | $4.12M | Buy |
706,519
+283,301
| +67% | +$1.71M | ﹤0.01% | 1933 |
|
|
2023
Q2 | $2.59M | Sell |
423,218
-214,803
| -34% | -$1.41M | ﹤0.01% | 2118 |
|
|
2023
Q1 | $2.49M | Buy |
638,021
+168,070
| +36% | +$1.19M | ﹤0.01% | 2062 |
|
|
2022
Q4 | $3.04M | Buy |
469,951
+60,197
| +15% | +$353K | ﹤0.01% | 1888 |
|
|
2022
Q3 | $2.04M | Buy |
409,754
+157,903
| +63% | +$972K | ﹤0.01% | 2084 |
|
|
2022
Q2 | $1.48M | Buy |
251,851
+105,972
| +73% | +$635K | ﹤0.01% | 2308 |
|
|
2022
Q1 | $892K | Buy |
145,879
+112,061
| +331% | +$756K | ﹤0.01% | 2752 |
|
|
2021
Q4 | $223K | Buy |
+33,818
| New | +$220K | ﹤0.01% | 3602 |
|
|
2020
Q3 | – | Sell |
-36,140
| Closed | -$119K | – | 3157 |
|
|
2020
Q2 | $119K | Sell |
36,140
-7,347
| -17% | -$22.8K | ﹤0.01% | 2969 |
|
|
2020
Q1 | $127K | Buy |
43,487
+2,418
| +6% | +$12.7K | ﹤0.01% | 2814 |
|
|
2019
Q4 | $285K | Buy |
41,069
+9,227
| +29% | +$57.8K | ﹤0.01% | 2760 |
|
|
2019
Q3 | $175K | Buy |
31,842
+969
| +3% | +$5.38K | ﹤0.01% | 2891 |
|
|
2019
Q2 | $189K | Sell |
30,873
-3,176
| -9% | -$20.8K | ﹤0.01% | 2899 |
|
|
2019
Q1 | $239K | Buy |
34,049
+10,746
| +46% | +$75.4K | ﹤0.01% | 2752 |
|
|
2018
Q4 | $140K | Buy |
+23,303
| New | +$149K | ﹤0.01% | 2750 |
|
|
2017
Q4 | – | Sell |
-18
| Closed | – | – | 2992 |
|
|
2017
Q3 | $0 | Sell |
18
-985
| -98% | -$7.15K | ﹤0.01% | 2999 |
|
|
2017
Q2 | $7K | Buy |
+1,003
| New | +$7.01K | ﹤0.01% | 2773 |
|
|
2016
Q2 | – | Sell |
-7,748
| Closed | -$53K | – | 3124 |
|
|
2016
Q1 | $53K | Buy |
7,748
+1,709
| +28% | +$13K | ﹤0.01% | 2693 |
|
|
2015
Q4 | $58K | Buy |
+6,039
| New | +$61.5K | ﹤0.01% | 2615 |
|
|
2015
Q1 | – | Sell |
-1,249
| Closed | -$16K | – | 2287 |
|
|
2014
Q4 | $16K | Buy |
1,249
+446
| +56% | +$5.71K | ﹤0.01% | 1827 |
|
|
2014
Q3 | $10K | Buy |
803
+432
| +116% | +$5.37K | ﹤0.01% | 2123 |
|
|
2014
Q2 | $5K | Buy |
371
+340
| +1,097% | +$4K | ﹤0.01% | 2281 |
|
|
2014
Q1 | $0 | Hold |
31
| – | – | ﹤0.01% | 2620 |
|
|
2013
Q4 | $0 | Buy |
+31
| New | +$372 | ﹤0.01% | 2517 |
|
Other funds holding NWG
Envestnet Asset Management's NWG Position: Q2 2026 in Review
Envestnet Asset Management reduced its NatWest (NWG) stake by 26% in Q2 2026, selling an estimated $13M and leaving 2,369,719 shares worth $41.8M. The position accounts for 0.01% of the portfolio, ranked #962.
Envestnet Asset Management first reported a position in NWG in Q4 2013 and has held it in 35 quarters since. The position peaked at $53.2M in Q4 2025. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.
- Envestnet Asset Management held 2,369,719 shares of NatWest worth $41.8M as of Q2 2026.
- Envestnet Asset Management sold 811,657 NatWest shares in Q2 2026, an estimated $13M.
- NatWest made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #962 holding.
- Envestnet Asset Management first reported a position in NatWest in Q4 2013 and has held it in 35 quarters since.
- Envestnet Asset Management's NatWest position peaked at $53.2M in Q4 2025.
- 424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.
Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.